Your Money Insights with Australian Unity

Understanding the role of an executor in estate planning


Being an appointed executor can be time-consuming and complicated, so understanding what it entails is vital. Anna Hacker, Australian Unity’s National Manager of Estate Planning, discusses the important role and responsibilities of an executor as well as five helpful tips to consider when appointing an executor

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The remarkable resilience of Australians

Despite the devastating effects of COVID-19 seen across Australia and the world, not all outcomes have been negative. The latest findings of the Australian Unity Wellbeing Index show just how well people have handled the unprecedented challenges of a global pandemic. We have witnessed social connectedness on a large scale, improved work life balance and living more simply as examples of the positives people reported during lock-down.

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How preventative care can keep you ahead of the game


There are simple steps you can take to help you stay healthier for longer and prevent illness in the future. We discuss how shifting your healthcare approach from exclusively focusing on treating illness to also encompassing preventative care can help you manage your physical and mental wellbeing to stay healthier for longer. The key is to incorporate small lifestyle choices on a day-to-day or a week-to-week basis to have the greatest impact on your overall wellbeing.

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Important information
This is a publication of Australian Unity Personal Financial Services Limited ABN 26 098 725 145 (AUPFS), AFSL 234459.Its contents are current to the date of publication only, and whilst all care has been taken in its preparation, AUPFS accepts no liability for errors or omissions. This report is general in nature and does not take into account the objectives or circumstances of any particular individual or entity. It cannot be relied upon as a substitute for personal financial, taxation or legal advice.
The information transmitted is intended only for the person or entity to which it is addressed and may contain confidential and/or privileged material. Any review, retransmission, dissemination or other use of, or taking of any action in reliance upon, this information by persons or entities other than the intended recipient is prohibited. If you received this in error, please contact the sender and permanently delete the material from your computer system. We cannot guarantee that this e-mail is virus-free. You should scan attachments with the latest virus scan before opening. We will not be liable for any loss, cost or damage of any kind whatsoever caused by any receipt or use of this e-mail and attachments.

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