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Technical Insights - January 2023
We highlight some key tips and considerations for clients unsure of whether to live in, rent out or sell an inherited property.
Australian Unity Pro-D Investment Funds – Monthly Fund Updates for December 2022
Most investment markets were weaker in December as investors weighed significant developments.
Research Insights - Market Commentary December 2022
Markets were weaker in December with three main events helping to reverse the positive momentum that equity markets had gained in the previous quarter being…
Case study: Downsizing for Retirement
See how Mei-Win and Steven downsized to achieve their ideal retirement lifestyle.
Planning for Retirement When You’re Still in Debt
If you find yourself carrying debt in the lead-up to retirement, don’t panic. Instead, focus on prioritising.
Developing an Income Stream in Retirement
Increasingly, retirees are choosing to receive their retirement funds through a regular payment. These are the options.
Australian Unity Pro-D Investment Funds – Monthly Fund Updates for November 2022
Markets enjoyed a second consecutive month of strong gains in November, as lower-than-expected United States (US) and Australian inflation prints led investors to reconsider the pace of future interest rate hikes.
Coppleson: Why the New Bull Market Could Start as soon as March 2023
Investment markets performed strongly in October. Australian shares gained around 6%, international share markets were slightly stronger, and yield-sensitive assets like listed Australian property stocks were stronger again.
Research Insights - Market Commentary November 2022
Markets enjoyed another month of solid gains in November as weaker than expected US and Australian inflation prints saw investors reconsider the pace of future interest rate hikes by Central Banks.
Australian Unity Pro-D Investment Funds – Monthly Fund Updates for October 2022
Investment markets performed strongly in October. Australian shares gained around 6%, international share markets were slightly stronger, and yield-sensitive assets like listed Australian property stocks were stronger again.
Research Insights - Market Commentary October 2022
Equity markets surged in October after suffering steep losses in September. US GDP growth printed 2.6% in the third quarter and US inflation year-over-year to the end of September eased marginally to 8.2% from August's reading of 8.3%.
Australian Unity Pro-D Investment Funds – Monthly Fund Updates for September 2022
In September most investment markets fell sharply. Investors were concerned about central bank action to combat persistent inflation, rising recession risk and European energy security uncertainty.
Research Insights - Market update October 2022
Over the last nine months inflation has risen significantly and central banks globally have increased cash rates swiftly and aggressively to tame inflation – as a consequence investment markets have sold off.
Australian Unity Pro-D Investment Funds – Monthly Fund Updates for August 2022
In August many investment markets experienced losses, exacerbated by a renewed commitment from Federal Reserve Chairman Jerome Powell to continue raising interest rates to combat inflation, which may “bring some pain to households and businesses”.
Research Insights Market Commentary August 2022
In August most investment markets were positive for most of the month until comments made late in the month by the US Federal Reserve Chairman Jerome Powell at the annual Jackson Hole Economic Symposium triggered swift declines, particularly in international shares.
Financial Insights - August 2022
Revisiting the ‘Retirement’ condition of release & Centrelink Updates. Satisfying the retirement condition of release appears to be a simple process however there are considerations to be aware of. Regulatory update; The latest Government announcements, legislative changes, and information relevant to the financial advice sector in general.
Australian Unity Pro-D Investment Funds – Monthly Fund Updates for July 2022
In July markets rebounded strongly, recouping most of the losses that were incurred in June.
Research Insights - Market Commentary July 2022
In July markets rebounded strongly, reversing the majority of the losses that were incurred in June.
Australian Unity Pro-D Investment Funds – Monthly Fund Updates for June 2022
Investment markets endured a challenging month in June, capping off a difficult six months across all asset classes.
Planning for the future
From writing a will to setting aside money for a funeral, future-proofing your finances now is something worth thinking about.