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

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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 be a trigger for philanthropy and charitable giving. Recent ATO statistics confirm that Australia continues to be a charitable nation – with Australians donating $3.5

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Australian Unity Trustees appoints head of partnerships

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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 key business partners nationally, and continuing to increase the awareness of the value the business can provide to advisers and their clients, across multiple generations.

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

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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 the Ageing showing that for many women, homelessness, fear and poverty are what awaits them in their older age, says Emma Sakellaris, executive general manager

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Australians take the front foot on philanthropy

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 individuals seeking to connect with charitable projects and initiatives, says Emma Sakellaris, executive general manager of Australian Unity Trustees Limited. According to the CAF World

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A guide to giving: how philanthropy can boost your business

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Discussing a client’s philanthropic objectives should be a key component of a financial planning conversation with all clients, not just clients considered to be wealthy or with the perceived greatest capacity to give, says Emma Sakellaris, executive general manager of Australian Unity Trustees Limited. “Raising the idea of philanthropy with your clients regardless of their circumstances,

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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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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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Australian Unity Trustees appoints head of philanthropy

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Australian Unity Trustees has appointed Caroline Whitby to the newly-created position of national manager – philanthropy. In the role, Ms Whitby will be responsible for all the business’s philanthropic activities including managing relationships with trustees, working with not-for-profit organisations, overseeing grant programs, and handling the legislative and regulatory requirements. She has over sixteen years experience

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