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By Month
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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.
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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%.
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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.
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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.
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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”.
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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.
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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.
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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.
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Research Insights - Market Commentary July 2022
In July markets rebounded strongly, reversing the majority of the losses that were incurred in June.
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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.
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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.
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Centrelink JobSeeker Payment: new changes
We outline how changes to the mutual obligation requirements impact JobSeeker recipients.
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Staying safe from cyber security attacks
Cyber security attacks are becoming increasingly more widespread. Discover what you can do to protect yourself online.
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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?
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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.
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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.
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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.
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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
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Australian Unity - Reflections of 20 years in Advice and shaping the future
Matt Brown – Executive General Manager, AU Advice Interviews AUPFS Adviser Ross Johnston
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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.