Article list

Everything from Australian Unity Investments

Silver lining for healthcare property investors

From Australian Unity Investments

Putting aside the fight brewing between the states and the Commonwealth over public healthcare spending, there could be a silver lining for investors, says Chris Smith, head of healthcare and

continue reading

30 May 2014

Don’t overlook the benefits of investing in commercial property

From Australian Unity Investments

The benefits of investing in commercial property are often overlooked by SMSF trustees but now could be a good time to consider this investment option, says Ryan Banting, head of portfolio management,

continue reading

13 Mar 2014

Federation Managed Accounts added to AU PFS approved platform list

From Australian Unity Investments

Australian Unity Personal Financial Services (AU PFS) has added Federation Managed Accounts (Federation) to its approved platform list, a move it expects will contribute to future business growth. Steve Davis,

continue reading

14 Feb 2014

Selective investment choices to pay off in 2014

From Australian Unity Investments

Australian Unity Investments’ equities fund manager partners agree that while the overall outlook for markets – both domestically and internationally – looks positive, investors need to be selective. Chad Padowitz,

continue reading

05 Feb 2014

Rating of Australian Unity Notes reviewed and affirmed at BBB+

From Australian Unity Investments

Australia Ratings has reviewed and affirmed its credit rating of ‘BBB+’ on the Australian Unity Notes (AUNs; ASX code: AYUHA), issued by AUL. This rating is the highest long-term rating in the

continue reading

22 Nov 2013

Australian Unity Investments proposes property fund merger

From Australian Unity Investments

Australian Unity Investments (AUI) is seeking approval from investors in the Australian Unity Fifth Commercial Trust (FCT) to merge the trust with the larger, more diversified, Australian Unity Office Property

continue reading

20 Nov 2013

Australian Unity Investments wins Australian Property Institute NSW Excellence in Property Award for 2013

From Australian Unity Investments

Australian Unity Healthcare Property Trust has been named the winner of the 2013 Australian Property Institute NSW Excellence in Property Awards in the Property Trust Industry category. The Trust is

continue reading

21 Oct 2013

Australian Unity Investments wins Direct Property Fund Manager of the Year award

From Australian Unity Investments

Australian Unity Investments (AUI) has been named winner of the Professional Planner/Zenith Investment Partners Direct Property Fund Manager of the Year award for 2013. AUI manages a range of diversified

continue reading

14 Oct 2013

AUI restructures business development team

From Australian Unity Investments

Following a review of its distribution and business development team, Australian Unity Investments (AUI) has made several promotions, including the creation of new positions. Damen Purcell, AUI’s head of retail

continue reading

26 Sep 2013

Be wary of investment short-cuts that promise out-performance

From Australian Unity Investments

With the market and investor sentiment on the way up, one lesson investors should remember is that trying to take shortcuts to achieve out-performance is unlikely to be sustainable and

continue reading

24 Sep 2013

FIRST 1 2 345 6 7 LAST

Earn CPD Points

CPD: A TTR strategy for modern retirement
We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain times
Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethics
Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]
CPD: AI governance – a practical framework for advisers
Regulator scrutiny of AI governance just got serious In years to come, they may well call it the ‘Mythos effect’ – the point in early 2026 where all the concerns [...]
CPD: Thinking outside the box – providing a loved one a paycheque for life
Australia’s great wealth transfer is well underway. An estimated $5.4 trillion is expected to pass from those aged 60 and over to younger generations within the next two decades.[1] In [...]