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AUSTRALIAN UNITY
Financial planning
Australian Unity Personal Financial Services has selected Morningstar Australasia to provide research and analysis support....
Financial planning
Ratings house Standard & Poor's Fund Services (S&P) has left its four-star rating for the Australian Unity Healthcare Property Trust in place, despite the fund entering i...
Financial planning
The Federal Court has found in favour of Australian Unity after David Tweed's Direct Share Purchasing Corporation (DSPC) took an action seeking to force it to register a ...
Financial planning
Australian Unity Personal Financial Services has reached $1 billion in funds under advice, a two-fold increase over the past year....
Financial planning
Australian Unity and Big Sky Credit Union have announced they will explore and evaluate a potential merger....
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The financial relationships between fund managers and research houses escaped scrutiny in the most recent round of regulatory reforms. But that may not be the case for lo...
Financial planning
The Australian Securities and Investments Commission (ASIC) has turned its attention to the inner workings of the investment research industry, including research houses'...
Financial planning
There has been little improvement in the lagging mortgage fund sector, with redemption pressures, difficulty lending and sluggish inflows still causing problems....
Policy & Regulation
The unbalanced discussion about the proposed Future of Financial Advice reforms could be a large contributor to poor investor sentiment, which keeps pushing managed fund ...
Financial planning
Different mortgage fund managers use different tactics to address liquidity issues, and a uniform approach has not been seen yet, according to Standard & Poor's Fund Serv...
Financial planning
Redemptions from mortgage funds have slowed and may plateau in the next few months, allowing fund managers to focus on building liquidity and investments, according to Au...
Financial planning
Debtor finance group Bibby Financial Services has expanded its presence in Victoria with the appointment of Grant Dickson to state sales manager, while Richard Dyer will ...
Superannuation
The superannuation market offers more choice than ever for consumers looking to build a retirement nest egg, but exercising the right strategies can make a world of diffe...
Financial planning
Australian Unity goes to market to raise $80 million to fund growth....
Financial planning
Australian Unity Funds Management has found itself in legal dispute with David Tweed....
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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...