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Research Insights | Market Commentary May 2023
In May investment markets fretted over the US Government’s debt ceiling negotiations as Democrats and Republicans aimed to strike a deal that would suspend the debt-issuance cap for 2 years to avoid a default. Any default would have significant ramifications for the US dollar and the credit quality of US debt with impacts felt across asset classes.

Boost Your Superannuation and Maximise Tax Benefits
Are you seeking ways to amplify your retirement savings while simultaneously reducing your tax burden? If so, you're in luck! There are numerous avenues available for contributing to your superannuation, tailored to your unique circumstances. Here's one effective method to grow your superannuation and access tax advantages.

Australian Unity Pro-D Investment Funds – Monthly Fund Updates for April 2023
Investment markets delivered mostly positive returns in April.

Budget 2023-24 | Special Report
With increased funding for aged care, mental health services, and education, the budget reflects a commitment to building a more inclusive and sustainable future for all Australians. Stay informed on the latest developments by reading our full budget report on our website.

Research Insights Market Commentary - April 2023
Investment markets delivered mostly positive returns in April.

Australian Unity Pro-D Investment Funds – Monthly Fund Updates for March 2023
Markets were mixed in March as investors shifted their focus to the solvency and viability of the global Banking system and the implications for future global central bank monetary policy.

Research Insights - Market Commentary March 2023
Inflation concerns were cast aside during the month of March as investors shifted their focus to the solvency and viability of the global banking system, following the collapse of several technology-focused banks in the US.

Case study: finding the right residential care for a parent
Discover how Charles found and paid for his father’s aged care home.

Retiring on your own terms
The Australian tax system provides generous tax breaks and benefits for retirees. Here’s what you need to know.

Do you really need personal risk insurance?
Personal risk insurance can help you and your family survive the financial shock of being injured, becoming ill or passing away. This article provides an overview of your options and the things to look out for when considering risk insurance.

Australian Unity Pro-D Investment Funds – Monthly Fund Updates for February 2023
Volatility in investment markets continued in February as bond yields once again rose, negatively impacting the prices of both fixed interest and equities.

Research Insights - Silicon Valley Bank (and Credit Suisse) update
On Friday 10th March it was announced that US bank, Silicon Valley Bank (SVB), had collapsed which resulted in a flight to safety with investors selling equities and buying bonds and gold. The initial shock reminded investors of the 2008 Global Financial Crisis (GFC) and the fragility of the financial system.

Research Insights - Market Commentary February 2023
Volatility in investment markets continued in February as bond yields once again rose, negatively impacting the prices of bonds and most equity markets. Inflationary pressures, while showing signs of slowing, remain elevated beyond the comfort levels of global central banks.

Australian Unity Pro-D Investment Funds – Monthly Fund Updates for January 2023
Equity markets surged in January, supported by falling bond yields resulting from lower-than-expected US inflation data, along with optimism regarding the rapid re-opening of the Chinese economy as it unwinds its COVID-19 restrictions.

Research Insights - Market Commentary January 2023
Equity markets surged in January, aided by falling bond yields resulting from lower-than expected US inflation data, along with optimism regarding the rapid re-opening of the Chinese economy as it unwound severe Covid-19 restrictions.

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.