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Latest articles

Insights from CEO

23 Nov 2017 - Latest insights from David Bryant

Investment opportunities

29 May 2017 - Latest insights from David Bryant

Australian Unity Office Fund - portfolio value increase

21 Dec 2016 - Australian Unity Real Estate Investment (AUREI) has achieved a $13.7 million increase in the value of the portfolio since listing its Australian Unity Office Fund (AOF).

Australian outlook muted as US economy set to surge

16 Dec 2016 - While economic news from the US is bringing Christmas cheer to investors, the local story is not so positive, says David Bryant, chief investment officer at Australian Unity Wealth.

Latest Insights

12 Dec 2016 - Latest insights with David Bryant

Investment bonds a tax effective superannuation alternative

07 Dec 2016 - With the superannuation reforms announced in the Federal Government’s 2016-17 Budget being realised, it is imperative that people consider ways to achieve a tax effective retirement income outside the superannuation system, says Matt Walsh, general manager of Life and Super at Australian Unity.

Zenith upgrades Lifeplan Investment Bond to "highly recommended"

18 Nov 2016 - The Lifeplan Investment Bond (formerly Lifeplan NextGen Investments) has been upgraded from “recommended” to “highly recommended” by Zenith Investment Partners in its latest review..

New investors reaping rewards while baby boomers are worried about the...

16 Nov 2016 - The bi-annual Lifeplan ICFS Financial Advice Satisfaction index has revealed that while wealthier investors aged over 60 are worried about the future of their investments, new investors are engaging more with financial advisers and benefitting from the recent positive results from the capital markets.

Lifeplan enhances NextGen Investments

06 Jul 2016 - Following growing interest in investment bonds, Lifeplan has updated its leading investment bond offering NextGen Investments with eight new investment options and an additional rebate tier.

Australian Unity's Property Income Fund acquires property following a surge in investor inflows

06 Jul 2016 - Following an increase in investor inflows Australian Unity’s Property Income Fund (PIF) has purchased a commercial property in Port Adelaide, South Australia, for $8 million.

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