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Find the news & insights you need


Latest articles

Looking at how to save in 2019?

28 Oct 2019 - There’s no short cut when it comes to building your savings unless you are lucky enough to win lotto! It generally takes discipline and dedication over the medium to long term. But how hard is it for the everyday Australian to save in 2019?

A little can go a long way with investment bonds

30 May 2019 - Tax effective investment bonds are staging a strong comeback with Australian investors. Today’s investment bond provides people with a valuable alternative to invest across all the major asset classes. Used to fund major life expenses, complement superannuation or pay for aged care, investment bonds are a tax-effective choice. Let me tell you why.

Education – an investment worth planning for

11 Jan 2019 - With many young Australians about to start their university journey in the coming weeks, families across Australia are turning their attention to what the year ahead will financially look like.

Merricks Capital to partner with Australian Unity for $500 million mortgage fund

30 Apr 2018 - Australian Unity has formed a partnership with Merricks Capital to originate and manage a half a billion dollar portfolio of senior property loans.

Help your clients provide the gift of education

23 Nov 2017 - Choice, flexibility, and an assurance they won’t be locked into a pre-determined future when looking at options for saving for their children’s education; this is what our research suggests is high on the list for parents with school age children.

Australian Unity funeral bond set to disrupt market

25 Jul 2017 - Australian Unity today launched an innovative new investment product FuneralPlan Bond. With growth-oriented investment options the Bond is designed to provide returns greater than inflation and an option for investors not requiring a capital guarantee.

Government super changes are here, but majority unprepared

24 Jul 2017 - Despite significant media coverage, survey results released today by Australian Unity show the majority of Australians approaching retirement aren’t aware of or prepared for the government’s recent super changes.

Ability, not relationship, what informed young investors want from advisers

01 Jun 2017 - Younger investors are focused on technical ability and results, not long-term relationship, when evaluating their financial advisers – according to data from the latest bi-annual Lifeplan ICFS Financial Advice Satisfaction Index.

Super changes 2017

29 May 2017 - Considering investment bonds to complement your clients' Super

Confusing aged care system? Follow these 4 simple steps

29 May 2017 - Residential aged care can be a complex maze that is difficult to navigate, even for professional financial advisers.

Senior Media Manager