AUSTRALIAN UNITY

Funds management

Despite many investors' negative experience during the GFC, Australian Unity's Mark Pratt and Cameron Dickman say property fits the gap needed to create an income stream ...

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Financial planning

Australian Unity Personal Financial Services has taken a majority stake in Certainty Financial, a corporate advisory firm with $500m in funds under advice....

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Funds management

Mortgage trusts are beginning to be accepted by investors as a longer-term income-generating asset, not simply a short-term cash-like proposition, according to SQM Resear...

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Financial planning

Australian Unity Investments (AUI) has initiated a discounted rights offer aimed at raising up to $28.9 million to fund the proposed expansion of three of the 22 properti...

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Financial planning

The Australian Unity Altius Bond Fund has received a 'recommended' rating from ratings house Zenith Investment Partners....

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Financial planning

Australian Unity will seek to use current disenchantment with the major banks to push its Big Sky Building Society....

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Financial planning

Australian Unity will seek to use current disenchantment with the major banks to push its Big Sky Building Society....

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Financial planning

The members of Big Sky Credit Union have approved the transfer of the business to Lifeplan Australia Building Society, effective 1 March 2012....

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Financial planning

The members of Big Sky Credit Union have approved the transfer of the business to Lifeplan Australia Building Society, effective 1 March 2012....

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Editorial

The popularity of cash products does not seem to revolve solely around investment sentiment anymore. Milana Pokrajac reports....

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Financial planning

Specialist property research company IPD this week launched a new product - the PCA/IPD Healthcare Property Investment Index....

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Policy & Regulation

The servicing of A and B clients will dominate and financial planners will be kidding themselves if they believe they can adequately service unduly large client books in ...

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Financial planning

Members of Big Sky Credit Union will soon cast their vote on the proposed merger with Lifeplan Australia Building Society, a wholly-owned subsidiary of Australian Unity....

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Financial planning

Members of Big Sky Credit Union will soon cast their vote on the proposed merger with Lifeplan Australia Building Society, a wholly-owned subsidiary of Australian Unity....

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Financial planning

Lonsec has lost its research contract with Australian Unity Personal Financial Services, as the firm selects Morningstar as its new research provider....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

4 days 3 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 2 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks ago