Inside Money
Investment insights, views
& news for investors
& news for investors
Tips to maximise your tax return
24 June 2021
It’s time to gather everything you need to get your tax return ready. Throughout the past financial year, many people have spent time working from home due to the COVID-19 pandemic. This means, there are still a few rules and conditions in place you need to be aware of before you file your return.
Surge of interest from grandparents to fund grandchildren’s education
24 June 2021
Education is one of the fastest rising household expenses in Australia, and increasingly grandparents are stepping in to safeguard their family’s financial future by putting money aside for this major life expense. We discuss five pathways available to save for an education.
Helping to keep you informed
How financial control affects your wellbeing
24 June 2021
The level of control you have over your finances can significantly impact your overall wellbeing, according to the Australian Unity Wellbeing Index.
Personal risk insurance – are you covered when you need it most?
02 March 2021
Discover how personal risk insurance can ensure you and your loved ones are taken care of when life throws those at you those unexpected events.
Understanding the role of an executor in estate planning
02 March 2021
Being an appointed executor can be time-consuming and complicated, so understanding what it entails is vital. Anna Hacker the National Manager of Estate Planning discusses the important role and responsibilities of an executor..
Five strategies to secure your family’s financial future
02 March 2021
Actively planning for a secure financial future is one of the best things you can do for your family. Learn some simple tips to start planning out your finances.
Australian Unity Trustees acquires Canberra tax practice
02 March 2021
We’re pleased to announce we have increased our service offering and customer base in the nation’s capital.
The importance of a nest egg
15 October 2020
For a lot of people, the pandemic has resulted in job loses or job insecurity, cuts to income, falling house prices, the failure of their business or even a combination. One of the things COVID-19 has shown us is the importance of having a “nest egg” to keep us resilient when unforeseen events strike.
New attitudes to finance are evolving during the pandemic
15 October 2020
The pandemic has dramatically altered the lives of many Australians and will have a long-lasting impact, including on our finances. But not all of us have responded in the same way. A recent report has identified five groups of people emerging as a result of COVID-19.
Neighbourhood and convenience retail shopping centres – driving consistent stable income returns
15 October 2020
Neighborhood retail shopping centres anchored by supermarkets have proven to be a lifeline for the communities they serve particularly since March and have maintained consistent returns for investors in the Diversified Property Fund.
Special report: Budget 2020-21
07 October 2020
Last Tuesday, Federal Treasurer Josh Frydenberg handed down his second Budget, unveiling an economic recovery plan for Australia. Our special report provides a handy overview of the big-ticket items.
How Melbourne Stage 4 restrictions will impact Australian Unity operations
06 August 2020
The Australian Unity office in Spring Street, Melbourne has closed from 11:59pm Wednesday 5th August as a result of COVID-19 Stage 4 restrictions. Find out how this will impact the processing of your applications and other requests.
New laws and changes effective 1 July 2020 - what you need to know
30 July 2020
From 1 July there are a number of changes that may affect your finances, wages and tax. They will affect many individuals, families, business owners and even retirees, but some of these new changes also present opportunities.
How to fund your childrens' education
30 July 2020
Year in year out, education costs continue to outpace inflation, and the past 10 years have been no exception. Ryan Francis, Business Development Manager, Australian Unity discusses funding your childrens’ education.
Australian Unity launches first green bond fund
30 July 2020
The newly launched Australian Unity Green Bond Fund invests in a combination of green, social and sustainable fixed interest securities with the primary purpose of helping to lower carbon emissions.
Australian Unity appoints new CEO for Wealth and Capital Markets
30 July 2020
Australian Unity Group has announced the appointment of Ms Esther Kerr-Smith as Chief Executive Officer of its Wealth & Capital Markets business.
Getting EOFY ready
30 July 2020
To help you manage the end of financial year, we've provided investors with some helpful information. You can see when your statements will be available, what you may need to prepare your income tax return and how you can sign up to online statements.
Managing the world of COVID-19
30 July 2020
The COVID-19 pandemic has deeply affected the way we live. We discuss the importance of budgets, rainy day funds and the immediate things you can start doing to look after yourself mentally and physically during these challenging times.
Tax planning strategies 2020
4 June 2020
Ben Greenwell, National Tax and Finance Manager, discusses tax planning strategies to put in place now to maximise your benefits as 2020 financial year draws to a close.
A-REITs uncovered
4 June 2020
Damian Diamantopoulos, Portfolio Manager for the Property Income Fund sifts through the news headlines to provide his commentary on A-REITs.
Investment bonds: What Gerry Harvey taught me about dollar-cost-average investing
4 June 2020
Adnan Glinac, Executive General Manager of Life & Super, discusses the pitfalls of trying to catch the bottom of the market to secure a good yield, as opposed to the benefits of regular ongoing investing to reduce the impact of market volatility.
Back to the future – Philanthropy helps to feed Australians
4 June 2020
Emma Sakellaris, Executive General Manager of Trustee Services, discusses the impact that COVID-19 has had on donations to grass-root charities, as well as the tax concessions available for those opening a philanthropic trust.
Self-serve with our Investor Portals
4 June 2020
Register today and you can view your upcoming EOFY statements and manage your account details all in one place.
Let us know what you need
4 June 2020
It’s important to us that we provide you with the right information, insights and guidance to help you navigate your way through the coming months. Please complete this short survey and let us know how we can help you.
Unlisted property – an update
5 May 2020
Mark Pratt, Executive General Manager – Property discusses how current market conditions, along with the issuing of the new Commercial Tenancy Code of Conduct, may impact unlisted property investments.
Time to be fully invested
5 May 2020
Tim Farrelly of Farrelly’s Investment Management shares his views on where investors should be seeking opportunity in the current market.
Virtual witnessing of wills
7 May 2020
Anna Hacker, National Manager – Estate Planning, discusses the move to allow video conferencing technology for the signing and witnessing of Wills, but said confusion remains on the precise meaning of the term ‘virtual’.
Tips for cutting through COVID-19 content clutter
5 May 2020
From news sites to social streams, podcasts and to email newsletters-it can be quiet the information overload at the moment. Adnan Glinac, Executive General Manager of Life & Super, shares his top picks on staying connected.
Fund and product updates
5 May 2020
With so much happening and so many changes being communicated, we have compiled a round-up of all the announcements and updates across our products and funds.
Property Income Fund – an update
28 April 2020
Damian Diamantopoulos, Portfolio Manager for the Property Income Fund provides commentary on the current position of the fund and the outlook for commercial property in current market conditions
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COVID-19: Managing your money during a crisis
9 April 2020
The COVID-19 pandemic is continuing to have significant impacts on global financial markets causing uncertainty for investors.
Professional Financial Advisers, Brad Fensom and Charles Adams have shared their valuable tips for managing your money during this crisis.
Healthcare Property Trust - Q&A
9 April 2020
Chris Smith, General Manager – Healthcare Property provides answers to your questions in this rapidly changing environment.
Do-It-Yourself Wills (DIY) – An easy solution for isolation or a risky idea?
9 April 2020
For many Australians, the current COVID-19 environment has prompted consideration of what might happen should the worst occur. In this article, Anna Hacker, National Manager of Estate Planning, discusses some of the pitfalls of using a DIY Will Kit.
How to balance your physical wellbeing with social distancing
9 April 2020
It can be easy to fall into unhealthy patterns of behaviours, especially during times of stress - discover what you can do right now to benefit your physical wellbeing.
Your operational Q&A’s
9 April 2020
Whilst it is a time of great uncertainty, we will continue to ensure that our business can operate to best support you. Here are some common questions and responses we have taken to minimise the impact of COVID-19 on our operations.
Investment decisions in times of volatility
30 March 2020
Watch Alex Fisher, Australian Unity Portfolio Manager, share his insights into the impacts of the COVID-19 pandemic on Australian markets and read more about making investment decisions in times of volatility.
Staying connected
30 March 2020
While COVID-19 brings new challenges, Australian Unity operations continue to be available - we’re here to answer customer queries during this current crisis.
What are we doing to help?
30 March 2020
We’ve been supporting the wellbeing of Australians for 180 years and have put in place a range of measures to assist our employees, members, customers and communities affected by the current crisis.
Top tips for working from home
30 March 2020
As working from home becomes the norm for many of us amid the COVID-19 pandemic, here are some top tips to help you stay focused and maintain a healthy work/life balance.
Multimedia
Investor update – Australian Unity Healthcare Property Trust marks the completion of its public health facility at Brisbane’s Herston Quarter
12 November 2020
Chris Smith, General Manager of Healthcare Property provides an update on the Healthcare Property Trust, with Mark Pratt, Executive General Manager- Property hosting a panel discussion to mark the completion of the Surgical Treatment and Rehabilitation Service, the first building to be completed as part of Australian Unity’s Herston Quarter Redevelopment in Brisbane.
A virtual tour of the Surgical, Treatment and Rehabilitation Service (STARS) at Herston Quarter, Brisbane, funded by investors in the Healthcare Property Trust
12 November 2020
We are thrilled to showcase the first building to be completed as part of Australian Unity's $1.1 billion Herston Quarter Redevelopment, the Surgical, Treatment and Rehabilitation Service (STARS).
Virtual witnessing of wills
7 May 2020
Anna Hacker, National Manager – Estate Planning, discusses the move to allow video conferencing technology for the signing and witnessing of Wills, but said confusion remains on the precise meaning of the term ‘virtual’.
Fixed income update
9 April 2020
Bill Bovingdon, Chief Investment Officer, Altius provides commentary on the impact of current market conditions in relation to Bond markets.
Property Income Fund update
9 April 2020
Portfolio Manager, Damian Diamantopoulos provides an update on the fund, current market conditions and property outlook.
Property Update
19 March 2020
Hear how Mark Pratt the Executive General Manager of Australian Unity's Property business is supporting staff, tenants and investors during these challenging times.
Investing in volatile times with Alex Fisher
30 March 2020
Watch Alex Fisher, Australian Unity Portfolio Manager, share his insights into the impacts of the COVID-19 pandemic on Australian markets.
Important information
Australian Unity accepts no responsibility for the accuracy of any of the opinions, advice, representations or information contained in the information provided on this site. The information on this site is general information only and is not based on the objectives, financial situation or needs of any particular investor. In deciding whether to acquire, hold or dispose of the product, investors should obtain the current Product Disclosure Statement (PDS) and consider whether the product is appropriate for them. A copy of the PDS is available at australianunity.com.au/wealth or by calling our Investor Services team on 13 29 39. Investment decisions should not be made upon the basis of its past performance or distribution rate or any rating by a rating agency, since each of these can vary. In addition, ratings need to be understood in the context of the full report issued by the rating agency itself.
