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Archives for May 2017

News · May 29, 2017

ASIC Email Scam

ASIC Scam Email Example

There’s been a recent ASIC Email Scam which some of our clients have received. Please find an example of the scammer email below: Click on the links will infect your computer with malware. We ask you to please be vigilant when opening and click emails. Always check the email domain the email is coming from, […]

Financial Literacy, News · May 29, 2017

Ethical Investing – Ask An Adviser

Ethical Investing - Wind Farm

A question recently asked on the website AdviserRatings brings an issue that’s been circulating more frequently in the investment world – what exactly is ethical investing and how do I choose products that are ‘ethical’? Darren recently addressed this question on AdviserRatings: What constitutes an ethical investment? Is there a set of rules for something to be […]

News · May 11, 2017

2017 Budget Wrap-Up Key Points

Two people's hands with a pencil, paper and laptops

Following on from Darren’s video on the 2017 Budget Wrap-Up Key Points, we have provided a summary below with more information on each of the points Darren spoke about. Note: These changes are proposals only and may or may not be made law Superannuation Contributions from downsizing the home Date of effect: 1 July 2018 Individuals […]

News · May 11, 2017

2017 Budget Wrap-Up

201705 Budget Wrap-Up

2017 BUDGET WRAP-UP: Pensioner Concession Card Reinstatement, Down-Sizer Superannuation Exemption, First Home Super Saver Scheme & more. Click below to watch Darren’s recap and don’t forget to subscribe to our YouTube channel! A summary of the points highlighted in our video will also be up on our blog shortly. If you are a client of […]

News · May 11, 2017

A day in the life of Lindsey McLellan (our Client Manager)

Happy Mother's Day

With Mother’s Day coming up this Sunday (yes this Sunday folks – 14th May), we thought we’d reveal a day in the life of a client manager and just how much our very capable and mother-of-two Lindsey packs into her day. Lindsey is our Client Manager who has been with Align Financial for over ten years. […]

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