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

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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,

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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

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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.

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Staring into the Abyss: the death of financial advice?

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The language of the LICG, especially in its most recent member update, extols the virtues of fighting for the rights of the consumer, the “ill effects” of LIF of “evidence

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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

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Investors overwhelmingly vote ‘yes’ to listing the Australian Unity Office Fund

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Investors in the Australian Unity Office Property Fund voted overwhelmingly in favour of the proposal to list the Fund on the Australian Securities Exchange (ASX) at a meeting in Melbourne

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Casting mortgages in a new light

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Contributory mortgage funds have addressed the problems which have affected the pooled mortgage funds of the past, and offer excellent income opportunities for investors, said Roy Prasad, head of mortgages

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Australian Unity welcomes a mutual approach to delivering public services

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Welcoming the launch of the Business Council of Cooperatives and Mutuals’ white paper: Public Service Mutuals: a third way for delivering public services in Australia, Group Executive Kimina Lyall said the

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Healthcare property continues to show value

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The Australian Unity Healthcare Property Trust (HPT) has acquired the Brisbane Waters Private Hospital on the New South Wales Central Coast for $16.175 million. The property is forecast to deliver

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