Search ResultsShowing 1 - 9 of 9 results for "Australian Unity Trustees"
Private wealth platform appoints ASX-listed corporate adviser
ALEX BURKE  |  TUESDAY, 6 MAR 2018
A blockchain-based private wealth platform that created China's first robo-advice solution appointed an ASX-listed corporate advisory firm for its initial coin offering (ICO).
Crypto assets rewrite estate planning
JAMIE WILLIAMSON  |  MONDAY, 5 MAR 2018
Complex cryptocurrency assets are driving financial advisers to reconsider their clients' digital lives and the impact this has on estate planning.
Advice clients demand philanthropic conversations
KARREN VERGARA  |  THURSDAY, 1 MAR 2018
Philanthropy is becoming part of the conversation between financial advisers and clients as it's an area increasingly accessible to middle Australians, an estate planning expert says.
Advisers can benefit from the spirit of giving
JAMIE WILLIAMSON  |  TUESDAY, 5 DEC 2017
Encouraging clients to engage in philanthropic activities in the lead up to Christmas can assist financial advisers in strengthening the advice relationship, according to Australian Unity Trustees.
Impact of dementia on estate planning efficacy
JAMIE WILLIAMSON  |  MONDAY, 27 NOV 2017
Financial advisers are being reminded of the important role statutory wills play in the estate planning process, as the number of Australians diagnosed with dementia continues to rise.
Australian Unity milestones underscore 2017 growth
ALEX BURKE  |  THURSDAY, 31 AUG 2017
Three initiatives - including an acquisition, the launch of a new business and a deal with the Queensland government - played a key role in Australian Unity's growth over the 2017 financial year, according to managing director Rohan Mead.
Trustee business names philanthropy manager
DARREN SNYDER  |  TUESDAY, 4 APR 2017
Newly-formed Australian Unity Trustees named its latest addition, appointing a national manager - philanthropy.
Australian Unity appoints trustee GM
DARREN SNYDER  |  FRIDAY, 17 MAR 2017
Australian Unity's newly-formed trustee business is welcoming the appointment of a general manager.
Australian Unity enters trustee services
JAMIE WILLIAMSON  |  THURSDAY, 2 MAR 2017
Marking the first trustee financial services licence issued in more than two decades, Australian Unity has launched its trustee services business.
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