6 October 2026

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Why spending more in early retirement can improve lifetime income It’s time for LICs to die Is it time to bail on Australian stocks?Testamentary trusts survived the trust tax. The drafting battle has just begun.Meg on SMSFs: What do we think about reversionary pensions these days?

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Home / Social Impact

Social Impact

1-9 out of 9 results.

13 reflections on wealth and philanthropy

Peter Winneke
19 November 2025
8
2

Wealth keeps growing, yet few ask “how much is enough?” or what their kids truly need. After 23 years in philanthropy, I’ve seen how unexamined wealth can limit impact, and why Australia needs a stronger giving culture.

Beyond the acronym, navigating important ESG choices

Evan Reedman
27 April 2022
7

A topic that was once considered niche is now an enduring component of the investment decision-making process. Here we cover the fundamental investment approaches and strategies that consider ESG matters.

Investment learnings from the COVID-19 crisis

Jonathan Bailey
6 January 2021
1

Many professional investors thought that environmental, social and governance trends would take a step back in the pandemic, but the opposite occurred. It highlighted factors with a material impact on financial results.

Sustainable investing focuses on the future

Stephane Andre, Bruce Smith
23 October 2018
2

A better approach to sustainable investing is to actively select for better ESG scores and identify companies with a positive impact. Fund managers have an important advocacy role.

Investing by thematics rather than indexes

Michael Birch
8 October 2015
2

The concept of thematics is gaining traction with investors as a way of tailoring a portfolio to suit the trends that resonate at an individual level, rather than accepting everything contained in an index.

Responsible investing is now retail and mainstream

Simon OConnor
28 August 2015
3

Banks are walking away from resources projects, super funds are dumping stocks based on human rights issues and climate change related shareholder resolutions are gaining wide support.

Divesting from fossil fuels and from rational economics

Jack Gray
14 November 2014
5

John D Rockefeller turned in his grave when the news drifted in that the Rockefeller Brothers Fund was divesting from fossil fuel companies. What are the responsibilities of companies, funds, directors and trustees?

Impact investing – Australian market in 2014

Ian Learmonth
14 November 2014

Cuffelinks reader, Josh, asks: "Can you tell me about Impact Investment, how do I do this, and where do I go?" The market is gradually unlocking the challenges and potential of this sector.

Unseen environmental costs of companies

Jack McGinn
8 August 2014

The activities of any company have an element of environmental and social cost not quantified in the profit and loss statement. In 2010 a global corporation pioneered a new form of reporting, which is gaining support.

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Most viewed in recent weeks

Why spending more in early retirement can improve lifetime income

Conventional wisdom encourages retirees to preserve superannuation. But if those likely to qualify for the Age Pension later in life spend a little more today, it may deliver higher lifetime income and a more stable retirement.

David Knox
2 September 2026

It’s time for LICs to die

A high-profile dividend cut and a prominent fund manager’s apology have reignited a long-running debate. If investors can access similar exposures more cheaply and efficiently elsewhere, what exactly is keeping LICs alive?

David Tuckwell
30 September 2026

Is it time to bail on Australian stocks?

For generations, Australian investors have backed banks, miners and dividends. But has that loyalty come at a cost? A look at the numbers raises an uncomfortable question about where future returns will come from.

Marcus Padley
9 September 2026

Testamentary trusts survived the trust tax. The drafting battle has just begun.

The fight over testamentary trusts looked settled. Then the draft legislation arrived. Hidden in a technical detail is a question that could force many families to rethink wills they thought were already future-proof.

Rachael Rofe
16 September 2026

Meg on SMSFs: What do we think about reversionary pensions these days?

Reversionary pensions have long been a staple of SMSF estate planning, but are they still the best option? Meg Heffron revisits a once-clear favourite and asks whether changing super rules have shifted the balance.

Meg Heffron
26 August 2026

The new capital gains tax trap for your portfolio

Investors have long accepted one portfolio rule without much question. A major tax shift could change that calculation entirely, forcing difficult trade-offs between risk, discipline and an overlooked cost lurking beneath.

Shani Jayamanne
16 September 2026

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