By Category
- Age Pension 1
- Aged Care 2
- Announcements 1
- Budget 1
- Centrelink 1
- Cyber 1
- EOFY 2
- Estate Planning 1
- Federal Budget 1
- Financial 104
- Government 2
- Inflation 1
- Insights 15
- Insurance 1
- Investment 1
- Pension 1
- Pro-D Balanced Fund 31
- Pro-D Growth Fund 31
- Pro-D High Growth Fund 31
- Research Insights 23
- Retirement 9
- Superannuation 13
- Tax 2
- Uncategorized 1
By Month
- June 2022 12
- July 2022 7
- August 2022 3
- September 2022 3
- October 2022 2
- November 2022 2
- December 2022 4
- January 2023 5
- February 2023 2
- March 2023 6
- April 2023 2
- May 2023 3
- June 2023 6
- July 2023 2
- August 2023 2
- September 2023 2
- October 2023 3
- November 2023 3
- December 2023 2
- January 2024 2
- February 2024 2
- March 2024 2
- April 2024 5
- May 2024 3
- June 2024 2
- July 2024 5
- August 2024 2
- September 2024 2
- October 2024 2
- November 2024 6
- December 2024 2
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.
Centrelink JobSeeker Payment: new changes
We outline how changes to the mutual obligation requirements impact JobSeeker recipients.
Staying safe from cyber security attacks
Cyber security attacks are becoming increasingly more widespread. Discover what you can do to protect yourself online.
Are SMART goals really the key to goal-setting success?
Setting and achieving goals can improve our wellbeing, but how do we make them stick? SMART goals are often recommended, but are they always the best option?
How to set goals in a relationship
Australian Unity experts believe aligning on shared goals with your partner could help to bulletproof your relationship. Here’s how to set and achieve those objectives.
Market Update– Fixed Income
As share markets have fallen sharply recently due to concerns over rising inflation and rising interest rates the traditional ballast in a portfolio, fixed interest, hasn’t provided the protection that clients historically have been used to.
Research Insights Market Commentary June 2022
Equity markets sold off aggressively in June, posting their worst month since the COVID-onset panic in March 2020.
20 years of Australian Unity Advice: Reflecting on the impact of our business and the opportunity ahead
Article by Matt Brown – Executive General Manager, AU Advice
Australian Unity - Reflections of 20 years in Advice and shaping the future
Matt Brown – Executive General Manager, AU Advice Interviews AUPFS Adviser Ross Johnston
Australian Unity Pro-D Investment Funds – Monthly Fund Updates for May 2022
May was a tough month for most asset classes, particularly assets with “duration” or “growth” characteristics.
Market update June 2022 - Special Edition
Share markets have fallen sharply in recent weeks due to concerns over rising inflation and rising interest rates.
Research Insights – Market Update
It has been a tumultuous start to 2022 for investment markets with many markets suffering sharp falls year to date.
Super strategies - Splitting your super contributions to your spouse
Splitting super contributions to your spouse’s super account may help to boost their retirement savings and provide a range of other benefits.