Don’t overlook the value of Powers of Attorney in estate planning

From

Say “estate planning” and most people think of a Will.  But while a Will is an extremely important document, the value and importance of having an Enduring Power of Attorney as part of an estate plan should not be overlooked, says Anna Hacker, Wills & Estates Accredited Specialist at Australian Unity Trustees. “An Enduring Power of […]

continue reading

Rising dementia rates to impact estate planning

From

As Australia’s population ages, the number of people who will be affected by dementia is a growing issue, and as well as the personal and emotional impact of dementia on both the individual and their family, there is also a practical consideration. “We are increasingly talking to people who have a parent suffering from dementia, […]

continue reading

Passive RBA and US uncertainty increases risk for retirees

From

With the prospect of a Donald Trump win in the US elections, and a passive Reserve Bank of Australia (RBA) continuing to hold interest rates at an all time low, the pressure on yield seeking investors such as self-funded retirees is increasing, says David Bryant, head of Australian Unity Investments. “We are set to be […]

continue reading

Better outlook for 2017 results

From

Based on this year’s reporting season results and guidance released to date, investors can expect better results for the 2017 financial year as more companies progress through the difficult process of exiting businesses and restructuring operations, says David Bryant, CEO at Australian Unity Investments. “Across the market as a whole, company earnings for the financial […]

continue reading

Australian Unity Healthcare Property Trust delivers total return over 20 per cent

From

The healthcare property sector continues to perform very strongly, with Australian Unity’s Healthcare Property Trust (HPT) delivering a total return of 20.01 per cent, (7.17 per cent income and 12.84 per cent growth) for the financial year ending 30 June 2016. Valuations across the total portfolio were up nine per cent from the prior year […]

continue reading

Australian Unity selected to deliver world-leading health precinct in Brisbane’s Herston Quarter

From

Australian Unity is set to create a global benchmark for health precincts after the Queensland Government confirmed it as the preferred tenderer for the $1.1 billion Herston Quarter project in Brisbane. Australian Unity plans to develop and then take an ongoing role in an integrated health, ageing and research precinct in the Herston Quarter, which would […]

continue reading

Seek alternatives to bank stocks

From

Investors need to look at alternatives to bank stocks for both yield and growth, argues David Bryant, chief executive officer of Australian Unity Investments. “Banks are getting a lot of attention this reporting season – not always for the right reasons – raising questions about their position as the yield investment of choice. “Their profits […]

continue reading

Investors seek income as rates hit new lows

From

The Reserve Bank’s decision to reduce interest rates has reinforced investor concerns about income generation outside the familiar territory of term deposits, says Roy Prasad, head of mortgages with Australian Unity Investments. “Today, investors need to invest four times as much in a term deposit to earn the same amount of income as they did […]

continue reading

Australian Unity fund acquires property in Port Adelaide

From

Following an increase in investor inflows Australian Unity’s Property Income Fund (PIF) has purchased a commercial property in Port Adelaide, South Australia, for $8 million. Established in 1999, the fund invests in a diverse mix of income-producing direct assets, unlisted funds and listed property securities, which generate a steady, competitive distribution stream and capital growth. […]

continue reading

Signs are good that Australia has turned the corner

From

There have been strong signals over the past week that the Australian economy has turned the corner and things are starting to look up, said David Bryant, chief executive officer at Australian Unity Investments. “Australia seems to be on the cusp of a growth upswing, with the latest GDP and household consumption figures providing good […]

continue reading