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
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.
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.