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Everything from Australian Unity Trustees

Australian Unity Trustees strengthens partnerships focus with appointment of national legal partnerships manager

From Australian Unity Trustees

Australian Unity Trustees Limited has reinforced its commitment to partnerships in Australia’s legal sector with the appointment of Ms Angela Ehsani as National Manager, Legal Partnerships. Based in Sydney, Ms

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17 Feb 2022

RESPECT: find out what it means for your Will

From Australian Unity Trustees

The recent case involving the estate of American soul music legend Aretha Franklin highlights the importance of ensuring all family members–especially the sick and elderly–are aware of the details of

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24 Sep 2019

Game of Thrones finale throws up estate planning challenges

From Australian Unity Trustees

(Warning – spoilers ahead) While the decision about who will sit on the Iron Throne has been well and truly decided in the Game of Thrones (GOT) finale, the estate

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24 May 2019

June 30 a trigger for giving but it is important to do it right

From Australian Unity Trustees

The end of financial year contains a tax sting for many and – combined with a desire to give to causes that make a difference to our communities – can

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09 May 2019

Australian Unity Trustees appoints head of partnerships

From Australian Unity Trustees

Australian Unity Trustees has appointed Sally Fenemor to the newly-created position of head of partnerships. In the role Ms Fenemor will be responsible for managing Australian Unity Trustees’ relationships with

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22 Mar 2019

Funeral and property disputes impacting women

From Australian Unity Trustees

There has been an increasing number of disputes following the death of a family member, in large part because people didn’t communicate what they planned to do with their assets

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28 Feb 2019

‘Choice’ not ‘balance’ key to women’s security

From Australian Unity Trustees

International Women’s Day is a timely reminder of the importance of women making choices at all stages of their life to plan for security, with statistics from the Council on

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27 Feb 2019

Australians take the front foot on philanthropy

From Australian Unity Trustees

The growing number of Australians taking part in philanthropic activities has been highlighted by the findings of the latest CAF World Giving Index*, and are part of a trend towards

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06 Nov 2018

Debt ridden estates can cause challenges for executors

From Australian Unity Trustees

Managing the debts in deceased estates is an increasingly complicated area for executors and family members to deal with, and it is important they are aware of their responsibilities and

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05 Nov 2018

Earn CPD Points

CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]