All Articles tagged with 'Australian Unity'

You are in Posts tagged 'Australian Unity'

Investment focus at AFA National Conference – AFA partners with PortfolioConstruction Forum

From AFA - Association of Financial Advisers

The Association of Financial Advisers (AFA) has partnered with PortfolioConstruction Forum to offer practitioner-focused investment content at the 2014 AFA National Adviser Conference to be held in Cairns, 12-14 October.

continue reading

13 Sep 2014

Australian Unity welcomes a mutual approach to delivering public services

From Australian Unity

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

continue reading

05 Sep 2014

Healthcare property continues to show value

From Australian Unity

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

continue reading

23 Jul 2014

Acquisition pushes HPT FUM over $500 million

From Australian Unity

The Australian Unity Healthcare Property Trust (HPT) will shoot through the $500 million in funds under management mark, with the acquisition of a medical technology facility at 8 Herbert Street,

continue reading

26 Nov 2013

New platform adds benefits for both investors and advisers

From Australian Unity

Four financial services industry experts have partnered with Australian Unity to launch a new investment platform, Federation Managed Accounts. The company that provides the new platform is Federation Alliance, which

continue reading

22 Aug 2013

Have conversations about aged care sooner rather than later

From Australian Unity

Unpalatable as it may be, clients should be encouraged to have sensitive discussions with their families about aged care needs sooner rather than later if they want to avoid potential

continue reading

02 Aug 2013

Opportunity for advisers to show value of their advice

From Australian Unity

The current market environment gives advisers a special opportunity to show their worth to clients, says Damen Purcell, head of retail distribution at Australian Unity Investments. “After three or four

continue reading

23 Apr 2013

Zenith Recommended on Australian Unity Diversified Property Fund

From Zenith Investment Partners

Zenith has completed its annual update review of the Australian Unity Diversified Property Fund (DPF) and retained its rating of Recommended. Zenith’s View With Australian Unity Property Funds Management Limited (AUPFML)

continue reading

26 Oct 2012

Australian Unity Group revenue up in challenging environment

From Australian Unity

Financial services, healthcare and retirement living company Australian Unity Limited (Australian Unity) has reported revenues of $1.12 billion for the year ending 30 June 2012, an increase of 10 percent

continue reading

14 Sep 2012

Family Trusts, Private Companies and Centrelink – how do the Attribution Rules affect your Retiring Clients?

From Craig Meldrum - Australian Unity Personal Financial Services

It is surprising how often I receive calls from advisers asking me to explain how Centrelink will treat their client’s family trust or private company, predominantly for Age Pension eligibility.

continue reading

23 Jul 2012

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 [...]