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Your Money Insights with Australian Unity

On 6 October, Federal Treasurer Josh Frydenberg handed down his second Budget, unveiling an economic recovery plan for Australia.

Special report: Budget 2020-21

On 6 October, Federal Treasurer Josh Frydenberg handed down his second Budget, unveiling an economic recovery plan for Australia. The plan intends to grow the economy, create jobs and secure Australia’s future. In this special report, we outline the big-ticket items including personal tax cuts, additional small business tax concessions, additional cash payments to Pensioners and further funding for the aged care sector.

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The likely return of inflation and what it means for your investments

Very few investors today have hands-on experience of how inflation affects investment decisions and returns. But what will happen to inflation — here and overseas — as the massive easing in fiscal and monetary policies take effect? Don Stammer provides a brief summary, drawn from his experiences as an observer and investor from the 1950s to the early 1990s, of how inflation can affect investment decisions and investment returns.

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When did you last take stock of your Home and Contents Insurance?

As you move toward or into retirement it’s critical to ensure that your home and contents are adequately covered. After all, your home contains years of hard work and memories and could be the largest single asset you own. When you reach retirement, you no longer have the security net of a wage to protect you, should you suffer a loss without adequate protection. We’ll discuss how a small investment of time and effort now can provide peace of mind that your most significant asset is adequately protected going forward.

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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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