Tax Tips

Statements – End of Financial Year Earning For interest earned during this financial year, refer to the top right corner of your investment statement. If you have changed investments throughout the year, please refer to the closing statement for interest earning. For...

Award-winning fund champions a sustainable future

One of Uniting Financial Services’ (UFS) investment partners, Altius Asset Management, has won the prestigious Lonsec Innovation Award for the Altius Sustainable Bond Fund. The award acknowledges the way that Altius has integrated ethical and sustainability principles...

Responsible Investment

As the Labour Day long weekend approaches, it’s worth mentioning that one of the issues that we take into account in our investment decision-making is how a company performs in relation to its workforce.   At the recent United Nations Principles of Responsible...

United Nations’ Principles of Responsible Investment

Warren Bird, the Executive Director of Uniting Financial Services (UFS) and Matthew Moore, Head of Ethical Investments recently attended the United Nations’ Principles of Responsible Investment (UNPRI) conference in Singapore. UFS is a signatory to the UNPRI,...

Email scams can catch you off guard

Have you ever had your pocket picked? A seemingly innocent encounter with someone you pass in the street turns into something sinister when, unbeknown to you, their accomplice takes your wallet. Email scammers use a similar technique to catch people off guard. A...

A new financial year ahead

In the words of John Lennon, “another year over, a new one just begun.” A new financial year, that is. Not as momentous as the new calendar year coming in, but nevertheless a chance to take stock and look forward. In terms of taking stock, 2015-16 was a good year for...