Healthcare property delivering strongly for investors but finding value more challenging: PFA Conference

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Healthcare property may continue to provide strong returns and defensive characteristics for investors, but finding intrinsic value in the asset class has become more challenging, according to Chris Smith, Head of Healthcare Property at Australian Unity. Mr Smith was speaking at the Property Funds Association 2019 Conference in Hobart this week. He said healthcare is […]

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Social media driving global philanthropy beyond June 30

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The increasing influence of social media platforms and crowdfunding globally means traditional philanthropy is evolving, but for many June 30 still remains a key date for tax planning, says Emma Sakellaris, executive general manager, Australian Unity Trustees. Statistics shows that giving in Australia is on the rise, increasing $1 billion to $121 billion over the […]

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Managing family expectations can help avoid challenges to Wills

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The growing trend for people to challenge Wills is set to continue as baby-boomers leave significant wealth behind – but perhaps not in the way that family members expect, says Anna Hacker, Wills & Estates Accredited Specialist at Australian Unity Trustees. “It’s a sad fact that we are seeing more and more challenges to Wills, […]

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Strengthening client relationships through philanthropy

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Raising the idea of philanthropy with clients can result in stronger client relationships for financial advisers, and can provide better outcomes for charities as well, says Emma Sakellaris, executive general manager of Australian Unity Trustees. “Particularly at this time of year, the thoughts of many turn to those less fortunate. While one-off gifts certainly help provide […]

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Digital footprints on death – why they matter

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Social media accounts live on after their creators die, and their existence can create uncertainty for estate executors as well as distress for family members, says Anna Hacker, national manager, Estate Planning at Australian Unity Trustees. “Digital footprints on death are an issue of growing importance as social media usage steadily proliferates – not just […]

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Australian Unity focusses trustee services on “middle Australia”

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There is an increasing need for estate planning and trustee services for middle income Australians as the population ages and as issues such as dementia and blended families become more prevalent, says Rohan Mead, group managing director of Australian Unity. “Historically, these kinds of services have only been available to the wealthy, with most trustee […]

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Investment bonds a tax effective superannuation alternative

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With superannuation reforms announced in the Federal Government’s 2016-17 Budget being realised, it is imperative that people consider ways to achieve a tax effective retirement income outside the superannuation system, says Matt Walsh, general manager of Life and Super at Australian Unity. The superannuation reform package of bills has now been passed by the House […]

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New investors reaping rewards while baby boomers worried about the future

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The bi-annual Lifeplan ICFS Financial Advice Satisfaction index has revealed that while wealthier investors aged over 60 are worried about the future of their investments, new investors are engaging more with financial advisers and benefitting from the recent positive results from the capital markets. Australian Unity undertakes the ICFS Financial Advice Satisfaction index survey every […]

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Australian Unity appoints institutional Business Development Manager

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Australian Unity Funds Management has appointed Boyd Lees as senior institutional business development manager, based in Sydney and reporting to Damen Purcell, head of distribution at Australian Unity Funds Management. Mr Lees joins Australian Unity from Citadel SPV where he was vice president – business development.  He has over 15 years’ experience in the financial […]

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Healthcare Property Trust hits $1 billion in funds under management

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Australian Unity’s Healthcare Property Trust (HPT) has reached $1 billion in funds under management, making it the largest healthcare property fund in Australia. The fund was launched in 1999 to capitalise on growing demand for healthcare services, driven by Australia’s ageing population. It owns a portfolio of 37 health-care related properties across Australia including hospitals, […]

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