Latest Releases

2012 – a year for investment opportunity

31/01/2012

Investors who do not come to terms with the changed economic and investment environment in 2012 are likely to miss out on opportunities, or put capital at risk, according to Australian Unity Investments’ ...

Big Sky members to vote on joining the Australian Unity Group

25/01/2012

Members of Big Sky Credit Union will vote on the proposal to join a wholly-owned subsidiary of Australian Unity Limited, at a meeting to be held on 23 February 2012 in Melbourne. All Big Sky members ...

IVF services to remain at Mackay Day Surgery

23/12/2011

The Mackay Day Surgery will continue to provide the local community with IVF services, with building owner Australian Unity Investments (AUI) signing a 10 year lease with a new tenant, Queensland Fertility ...

Second acquisition for Australian Unity Retirement Village Property Fund

14/12/2011

Australian Unity’s Retirement Village Property Fund (RVPF) has purchased its second property, the Morven Manor Retirement Village in Mornington, Victoria.

Morven Manor Retirement Village has ...

High Yield Mortgage Trust winds up

09/12/2011

AUI winds up High Yield Mortgage Trust and reaffirms commitment to Mortgage Income Trust.

Australian Unity Investments (AUI) will wind up the High Yield Mortgage Trust (HYMT) from 9 December ...

Altius appoints credit specialist

08/12/2011

Fixed interest specialist fund manager Altius Asset Management has appointed Vanessa Thomson to the role of head of credit research.

Ms Thomson has eighteen years experience in the financial ...

Asia an attractive option for investors

28/10/2011

Australian Unity Investments’ (AUI) chief executive officer David Bryant says the government’s recent decision to commission a study on ‘Australia in the Asian Century’ and the continued shrinking of ...

AUI expands property team

04/10/2011

Following Australian Unity Investments’ (AUI) acquisition of the responsible entity for Investa Funds Management Limited’s (Investa) retail property funds, Mr Mark Lumby, Mr Grant Nichols and Mr Simon ...

Big Sky members to vote on merger with Australian Unity

13/09/2011

Directors of Big Sky Credit Union Ltd have unanimously decided to recommend a merger with Australian Unity to its members and will call a general meeting of members later this year to vote on the proposal.  ...

Australian Unity Retirement Village Fund purchases first property

07/09/2011

Australian Unity's Retirement Village Property Fund has made its first purchase, the Geelong Grove Retirement Village in Grovedale, Victoria.

The Australian Unity Retirement Village Property ...

Another set-back for DSPC

01/09/2011

David Tweed’s Direct Share Purchasing Corporation (DSPC) received another set-back this week, in an action which it took against Australian Unity seeking to force it to register a transfer of units ...

AUI to acquire Investa’s retail property funds business

08/08/2011

As a further step in its strategy to expand its property funds management business, Australian Unity Investments (“AUI”) has entered into an agreement with Investa Property Group (“Investa”) to acquire ...

AUI launches Altius Bond Fund

27/07/2011

Australian Unity Investments has launched the Altius Bond Fund aimed at retail investors.

Altius is a fixed interest boutique fund manager formed as a joint venture between its principals – ...

AUI refinancing of Healthcare Property Trust benefits investors

08/07/2011

Australian Unity Investments (AUI) has refinanced its Healthcare Property Trust (HPT) borrowings with a $200 million loan at a lower interest rate, significantly boosting distribution returns for investors ...

Big Sky Credit Union and Australian Unity to explore and evaluate a potential merger opportunity

17/06/2011

Big Sky Credit Union Limited and Australian Unity Limited have today signed a Heads of Agreement to explore and evaluate a potential merger opportunity between the two organisations.

Both businesses ...

Market correction provides opportunities for investors in Asian markets

01/06/2011

The current correction in Asian equity markets will lead to an extended period of consolidation that gives investors the opportunity to take advantage of price weaknesses in strong companies, says Mr ...

Lifeplan strengthens sales team

21/04/2011

Lifeplan Funds Management has continued to strengthen its sales team, appointing three new business development managers – Mr Colin Falls, Mr Jarrad Gray and Mr Greg Bird.

Mr Falls, who will ...

Limited long-term impact on global markets from earthquake

18/04/2011

While the recent events in Japan will have a short-term impact on the global economy, history suggests that in the long term, markets will not be majorly affected, according to Mr Chad Padowitz, chief ...

More to risk than market volatility

04/04/2011

Ongoing concerns by investors about market volatility may mean they are ignoring other critical investment risks which can have a major impact on their retirement income, says Mr Cameron Dickman, head ...

Seres expands team with new appointment

03/04/2011

Asian equities fund manager Seres Asset Management has appointed Mr Nalin Bhargava to the newly-created role of portfolio manager, based in Hong Kong.

Mr Bhargava has more than 13 years of financial ...

Healthcare property should be standout performer

24/03/2011

While Mr Martin Hession, head of property at Australian Unity Investments (AUI), predicts modest growth for the property market as a whole this year, he says the healthcare sector could have a standout ...

Wingate’s innovative approach receives special commendation

02/03/2011

Judges for the fourth annual Victorian Innovation in Funds Management Award, presented at the 2011 Melbourne Financial Services Symposium Gala Dinner last night, recognised international equities investment ...

AUI establishes sixth joint venture business: Fixed interest manager Altius launched

18/02/2011

Australian Unity Investments (AUI) has joined with an experienced fixed interest team led by highly-regarded fund manager Mr Bill Bovingdon to form its sixth joint venture business.

The new ...

AUI involved in legal action with Tweed’s DSPC

16/02/2011

Australian Unity Funds Management Ltd (AUFM), which is part of funds manager Australian Unity Investments (AUI), is involved in a legal dispute with Mr David Tweed’s company Direct Share Purchasing ...

AUI extends capital raising for Retail Property Fund

25/01/2011

Australian Unity Investments (AUI) has opened the $67 million discounted rights issue for its Retail Property Fund to a public offer following the successful raising of almost $30 million from existing ...

Take control of education costs

17/01/2011

Many parents get a nasty shock when they realise the cost of new textbooks and supplies needed at the start of a new school year, following hot on the heels of the expense of Christmas and summer holidays.

However, ...

2011 investment outlook better than 2010

23/12/2010

2011 should be a better year for investors than 2010 but it won’t be without its disruptions and volatility, says Mr David Bryant, head of Australian Unity Investments (AUI).

“This time last ...

AUI opens priority rights offer for Diversified Property Fund

01/12/2010

Australian Unity Investments (AUI) has opened a limited priority rights offer for investors in its Diversified Property Fund at a 7.5 percent discount to the security price*, with a view to raising ...

DSPC targets AUI with another heavily discounted offer

29/11/2010

Direct Share Purchasing Corporation (DSPC) has again contacted investors in Australian Unity Investments’ (AUI) mortgage funds with offers to purchase units at a significant discount to their value.

Mr ...

Asian markets remain good value

10/11/2010

 

While it’s generally considered a given that Asian equities offer the opportunity for good returns over the next few years, there are no signs of excessive ...

AUI launches Seres Asian Equity Opportunities Fund

09/11/2010

Australian Unity Investments (AUI) has launched the Seres Asian Equity Opportunities Fund for Australian investors.  The fund, which was seeded by AUI when established ...

AUI opens capital raising for Retail Property Fund

04/11/2010

Australian Unity Investments (AUI) is undertaking a $67 million capital raising that will be primarily used to fund the purchase of an expansion to the Waurn Ponds Shopping Centre in Geelong, Victoria, ...

Clients happy with advisers’ trustworthiness and knowledge

26/10/2010

The latest Lifeplan ICFS Financial Advice Satisfaction Index shows that investors are satisfied with the trustworthiness and knowledge of their financial advisers, although they feel somewhat pessimistic ...

AUI cautions investors about Direct Share Purchasing Corporation offer

14/10/2010

Australian Unity Investments (AUI) has written to retail and wholesale investors in the Australian Unity Mortgage Income Trust warning them about an offer from Direct Share Purchasing Corporation (DSC) ...

Australian Unity plans to purchase Westpac Funds Management Limited (WFML)

20/09/2010

20 September, 2010

Westpac announced today that Australian Unity plans to purchase Westpac Funds Management Limited (WFML), the responsible entity of the Westpac Diversified Property Fund (WDPF).

The ...

AUI increases redemption levels for mortgage fund

25/08/2010

As part of its commitment to continue to improve the liquidity of its mortgage funds for investors, Australian Unity Investments (AUI) has further increased the regular monthly withdrawal facility of ...

Cooper Review mistaken in ignoring investor education

12/08/2010

Mr David Bryant, head of Australian Unity Investments (AUI), today said that the Cooper Review had focused almost exclusively on fee reductions and entirely ignored the value of, and opportunity for, ...

Financial impact of education costs an increasing concern for parents

29/07/2010

There is increasing recognition by the Federal government that Australian families need assistance in meeting the costs associated with their children’s education, but parents should not assume that ...

Corrective rally likely in Asian equity markets

22/07/2010


With equities markets around the world now exiting a significant market correction, there is plenty of opportunity for investors, particularly in Asian markets, says Mr Evan Erlanson, chief investment ...

AUI awarded government grant for energy efficiency improvements

19/07/2010

As part of Australian Unity Investments’ (AUI) ongoing strategy to improve the environmental efficiency of its properties, its Property Income Fund (PIF) has been awarded a $500,000 government ...

AUI receives high environmental rating for properties

02/07/2010

Australian Unity Investments’ (AUI) strategy of improving the environmental efficiency of its properties has resulted in strong ratings for two of its properties by the National Australian Built Environment ...

Clients still satisfied if their advisers are credible

01/06/2010

At a time when regulatory change and the operating climate is forcing many financial advisers to rethink their business models, the latest cycle of the Lifeplan Financial Advice Satisfaction Index confirms ...

Good times ahead for healthcare property

14/04/2010

Healthcare property is currently an attractive investment option for investors as a result of several emerging factors, according to Mr Chris Smith, property portfolio manager at Australian Unity Investments ...

Indicators confirm positive property outlook

15/03/2010


Australia’s property markets have recovered from the financial and economic problems of the past two years much faster than expected and the outlook continues to be positive, according to Mr Martin ...

AUI prepares for expected growth

11/02/2010

Australian Unity Investments (AUI) has restructured its operations to both manage its recent expansion and position itself to achieve its growth strategy for the next five years.

Mr David Bryant, ...

International shares offer double discount

16/11/2009

The strong Australian dollar means that anyone buying international shares at the moment is getting them at a discount, head of Wingate Asset Management Mr Chad Padowitz said today.

“While those ...

AUI increases redemptions for Mortgage Income Trust

26/10/2009

Australian Unity Investments (AUI) has further increased the regular monthly withdrawal facility of its Mortgage Income Trust (the Trust) so that investors can withdraw up to two percent of their total ...

Opportunities in Asian markets still require care and consideration

24/09/2009

Mr Evan Erlanson, chief executive officer of Asian equities fund manager Seres Asset Management, said today that global equity markets continue to focus on the positives as risk appetite grows.

He ...

Australian Unity launches Asian equities joint venture

24/09/2009

Australian Unity has announced the creation of a new Asian equities boutique fund manager, Seres Asset Management, which is a joint venture between Australian Unity Investments (AUI) and the key investment ...

Ratings upgrade for AUI Property Income Fund

23/09/2009

Australian Unity Investments’ (AUI) Property Income Fund has been upgraded to ‘Recommended’ by Lonsec*, one of only two funds in the research house’s hybrid property securities sector to achieve this ...

Australian Property Institute awards AUI fund

07/09/2009

Australian Unity Investments’ (AUI) Healthcare Property Trust (HPT) has been awarded the Ernst & Young Joe Curlewis Property Trust Industry Award, which recognises financial performance and innovation ...

AUI acquires private hospital and aged care home for Healthcare Property Trust

19/08/2009


Australian Unity Investments’ (AUI) Healthcare Property Trust (HPT) has purchased Vaucluse Hospital and Patricia Gladwell Aged Care Home in Brunswick, Victoria, for $11.45 million.

It follows ...

Lifeplan members approve Australian Unity merger

13/08/2009

At member meetings held in Adelaide on 13 August 2009, Lifeplan members overwhelmingly approved the proposal to merge with Australian Unity.

Over 98 percent of the members’ vote was in favour ...

AUI refinances Healthcare Property Trust for growth

07/08/2009

Australian Unity Investments (AUI) has refinanced its Healthcare Property Trust (HPT) borrowings with a $220 million facility that replaces an existing $200 million facility. 

The term of the ...

Schooling Costs Outpace Inflation

23/07/2009

Today’s consumer price index (CPI) figures reveal that education costs continue to rise much faster than the rate of official inflation.

The latest Australian Bureau of Statistics ...

Avoid unexpected taxes when being generous - SMSFs at risk

20/07/2009

With approximately 2,500 new Self-Managed Super Funds (SMSFs) being set up every month with an average balance of $454,000*, thousands of SMSF owners could be unwittingly saddling their beneficiaries ...

AUI introduces monthly redemptions for Mortgage Income Trust

28/05/2009

Australian Unity Investments (AUI) has further improved redemption opportunities for its Mortgage Income Trust (MIT) with a regular monthly facility allowing investors to withdraw up to one percent ...

Future Strength

08/05/2009

$7 Billion F.U.M Merger Plan Announced by Australian Unity and Lifeplan Groups

A merger proposal announced today by Australian Unity and Lifeplan ...

Investors vote yes to AUI syndicate conversion

27/02/2009

Investors in Australian Unity Investments’ (AUI) Wyong property syndicate today approved a proposal to convert the syndicate, along with other AUI retail property trusts and syndicates, into a single ...

Outlook

17/02/2009

While it is particularly difficult to predict how asset classes will perform this year, one thing seems certain – cash may end up as one of the worst performers.

Mr David Bryant, head of Australian ...

Appointments

17/02/2009

Australian Unity Investments (AUI) has made three new appointments, including the creation of a new position of capital markets manager, further strengthening its support activities. 

Ms Carolyn ...

AUI releases the third series of income notes

10/02/2009

Australian Unity Investments (AUI) is releasing the third series of its successful Retirement Village Investment Note (RVIN), offering a choice of terms –three years at 8%pa, five years at 8.25%pa or ...

AUI acquires aged care facility for Healthcare Property Trust

20/01/2009

Australian Unity Investments (AUI) has purchased an aged care facility in Constitution Hill, at Toongabbie in Sydney, for its Healthcare Property Trust (HPT) for $15.1 million ...

Property Syndicate Conversion Proposal Update

18/12/2008

Investors in the Australian Unity Retail Property Trust - Sunshine Homemaker Centre have voted in favour of Australian Unity Investments’ (AUI) proposal to combine a number of trusts ...

Property Syndicate Conversion Proposal

04/12/2008

Australian Unity Investments today confirmed that investors in three of its five property vehicles have immediately voted to support the proposal to staple together a number of trusts and syndicates ...

No Cash Release

03/12/2008

Investors who liquidated assets to protect income and capital by moving into cash, will shortly need to re-consider their position if they are to maintain their income at reasonable levels. 

Mr ...

Australian Unity Investments Statement

22/10/2008

Consistent with the approach being taken by a number of mortgage fund managers, Australian Unity Investments (AUI) has amended the redemption process for its mortgage funds. 

The updated redemption ...

AUI proposes syndicate conversion

06/10/2008

Australian Unity Investments (AUI) is seeking investor approval to convert five of its existing retail property syndicates and trusts into a single fund.The proposal, which was developed after intensive ...

Australian Property Institute awards AUI fund

03/10/2008

Australian Unity Investments (AUI) Retail Property Trust has been awarded the Ernst & Young Joe Curlewis Property Trust Industry Award, which recognises innovation, financial performance and professionalism ...

Good Opportunities in Mortgage Funds

30/09/2008

The pressure on diversification in a portfolio has never been greater, with volatility in most markets, but the mortgage fund sector still offers plenty of good opportunities for investors, says Mr ...

Wingate Investors vote for AUI as trustee

10/06/2008

Melbourne: 10 June 2008 - Unitholders have voted in favour of Australian Unity Investments (AUI) becoming Trustee of the Wingate Opportunity Fund and the Wingate Spectrum ...

AUI adds to Property Income Fund

14/05/2008

Australian Unity Investments (AUI) Property Income Fund (PIF) has purchased a two level office building at 172 Moreland Road, Brunswick, in Victoria, for $13 million.

This ...

New Retirement Community In Bowral

06/05/2008

 

Joint venture partners Australian Unity and Australand have lodged a DA with the Wingecarribee Shire Council in the Southern Highlands for a new retirement living community on ...

Super payouts may not cover mortgage debt

01/05/2008

Despite an increasingly beneficial superannuation system that guarantees all working Australians will have savings when they retire, many of today’s working 30 and 40 year olds are ...

Maintain Diversity in Fixed Income

30/04/2008

One of the dangers of the recent sub-prime crisis is that investors avoid low-risk fixed interest investment products because they lack understanding about these products, and are ...

Boutiques Need Support

02/04/2008

 

When all asset classes are under pressure, as they are at the moment due to the credit crunch and sharemarket volatility, the stress often flows through to funds management businesses, ...

AUI purchases industrial property in Queensland

18/03/2008

 

Australian Unity Investments (AUI) has purchased a two level warehouse and office building at 15 Telford Place, Arundel, in Queensland, for $7.1 million for its Property Income ...

AUI creates head of research relationships role

12/03/2008

 

Australian Unity Investments (AUI) has appointed Ms Claire Harding to fill the newly-created role of head of research relationships, based in Melbourne.

Ms ...

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Media Contacts 

Cassy Bezeruk
Head of Corporate Marketing, Investments
Phone: +61 3 8682 4546
Mobile: 0466 720 336
cbezeruk@australianunity.com.au