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AUSTRALIAN UNITY
Financial planning
The growing importance of data analytics at advice businesses will mean practices need to set ground rules and be prepared to address what they discover in the future....
People & Products
Australian Unity has appointed Matthew Moore as its first head of responsible investment and stewardship, an appointment which the firm says will enable Australian Unity ...
Funds management
Australia’s listed property funds have experienced a strong turnaround and the sector’s average returns were only beat by global equities in the March quarter, according ...
Features
Despite the move to remote working, the impact of the pandemic on the property market was not as bad as people had expected, writes Oksana Patron....
Policy & Regulation
The corporate regulator has banned another former authorised representative for misleading clients about MySuper opt-outs....
People & Products
Tim Barber has been appointed as head of Mercer Super and will lead the Mercer Super Trust, when his position commences in May....
Funds management
The Future of Healthcare fund will invest in venture capital and private equity, domestic and international equities, and infrastructure and real estate relevant to healt...
Funds management
The asset class was up 14.5% during the June quarter thanks to the slower appraisal-based valuation cycle, according to Zenith Investment Partners....
People & Products
James Goodwin has been appointed general manager – investment and origination for Australian Unity’s property business....
Funds management
The reduced net profit after tax of $15 million has been a result of direct and indirect impacts of the COVID-19 pandemic....
Funds management
There were no Australian listed property funds that reported a return since the start of the year as COVID-19 continues to impact rental leases and contract negotiations....
Funds management
Income manager, Wheelhouse Partners, has announced it has completed its transition to its new independent structure and announced new partners. ...
Tools & guides
As retirees consider other ways to generate income in a bear market, Yvonne Chu writes that accessing home equity could be a possible option. ...
People & Products
Esther Kerr-Smith has been appointed to the role, while Darren Mann will take over her previous role as group executive – finance and strategy....
Funds management
The agreement will see Australian Unity’s investment and property funds and investment bonds move to OneVue’s managed fund administration service....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...