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Research Insights | Market Commentary June 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.
You could benefit from Age pension changes starting 1 July 2023
With many Australia’s struggling with the rising cost of living, upcoming changes to the Age Pension could provide a much-needed boost to payments mid-way through the harsh cold of winter.
Is early retirement still possible in a high inflation environment?
As far as threats to your retirement go, high inflation can be one of the most worrisome. It erodes the purchasing power of your savings and can throw many of the assumptions you’ve made about retirement out the window. And if you’re hoping to retire early, the risks it poses are even greater.
Government Incentives to Help you Break Free From Rental Crisis
If you’re renting right now, there’s a good chance that your rental payments have been on an upward trajectory. You’re not alone. According to Domain’s quarterly rent report, we’re in the longest stretch of continuous rental price growth on record. House rents are at a record high across all capital cities, and the same goes for unit rents in all capital cities except Canberra and Darwin. And things are only expected to get worse.
Australian Unity Pro-D Investment Funds – Monthly Fund Updates for May 2023
Most investment markets lost ground in May. The Australian share market declined (-2.4%) with Consumer Discretionary, Financials and Consumer Staples stocks impacted most.
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.