×Sorry to interrupt. Education bonds are a tax-effective hybrid between an investment product and a life insurance policy. CSS ErrorBanking products are issued by Australian Unity Bank Limited ABN 30 087 652 079 AFSL/Australian Credit Licence No. Australian Unity acknowledges the traditional owners of the lands and waters of Australia. AS AT 30/09/22. Australian Unity - Investment bonds, Reply Paid 89, Adelaide SA 001 (no stamp required i mailed in Australia) I posting rom outside o Australia please send to ead Office: 114 Albert Road, South Melbourne IC 3205 FaxAustralian Unity is a leading specialist fund manager and provider of investment products, and one of the largest managers of investment bonds & education savings plans in Australia. NorthWest Healthcare Properties raised its bid to $2. You don't need to declare on going earnings in your annual tax return. It is supported by committees. Lifeplan Australia Friendly Society Limited ABN 787 087 649 492 AFS License No. over the period of the funeral bond. In 2022, Australian Unity launched its Stretch Reconciliation Action Plan (RAP). W ith regular contributions, the potential benefit of compounding can create powerful opportunities for your future, in. 237989. au Portals: Investor login Adviser login Post: GPO Box 804 Melbourne VIC 3001 . Australian Unity are a leading provider of Aged Care Facilities, Retirement Living, Home Services and Aboriginal Home Care Services. Enter your new password. An investment bond is a unique tax-effective alternative to traditional savings and investment products. Earnings on the underlying investments are received by the insurance company or friendly society and taxed at the corporate tax rate (currently 30%) before being reinvested in the bond. 10. Golden Saver Account interest rate will increase by 0. An Education Bond is a dedicated, tax effective investment for education, but can also be used for other purposes. SYDNEY, AUSTRALIA: Insignia Financial Ltd (ASX: IFL), a financial services company, has announced that it has agreed to sell its investment bond business to Australian Unity Ltd (ASX: AYU), a mutual organisation, for up to $40 million. Ensuring all customers have a strong password and are using SMS one time passwords (OTP) will help further protect your account/s and personal information from being. 1 billion. com. Australian Unity Limited is a members owned unlisted public company, deriving revenue from the provision of financial products and services used to assist members with their savings, financial security, healthcare and retirement living needs. The product is issued by Centuria Life Limited, a leading Australian Investment and Life Insurance company. au W australianunity. Australian Unity Education Savings Plan 14. Call on 1300 790 740 Prefer to chat? Call us Mon - Fri 8. Phone: +61 3 9616 8687 or 1300 997 774 Mon – Fri, 8:30am – 5:30pm AEST. OPTION CODE. Alternatively, our Individual Education Bonds allow you to tailor separate investments for each beneficiary. Product: Lifeplan Education Bond Lifeplan Option Number Investment Option Name. Series C and Series D Australian Unity Bonds – Tranche 1 (‘Bonds’) feature a floating interest rate, based on the three-month BBSW rate as determined on the first day of each interest period (expressed as a percentage per annum). 10. The benefit of an investment bond over an education bond is that you don’t need to specify use the money for education. Australian Unity Capital Secure Funeral Bond 2. A well-diversified investment portfolio should strike a balance between equities and fixed income, letting you ride. Australian Unity Limited 2022 AGM Chair and GMD Address - 26 October 2022. Lifeplan. au. 4423. nd ive nd d h ive e h. Easy to invest, minimum investment is $5,000. About Australian Unity and Lifeplan Lifeplan is a market leader in tax effective investment products, with $2. 237989. 1. Lifeplan is a subsidiary of Australian Unity Limited ABN 23 087 648 888 (‘Australian Australian Unity - Investment Bonds Reply Paid 3753 elbourne IC 06 (no stamp required if mailed in Australia) If posting from outside of Australia, please send to: GPO Box 43 elbourne IC 3001 Contact us Australian Unity GPO Box 39 Melbourne IC 3001 australianunity. Right now, we’re recruiting for a range of allied health roles to support our customers in the community. 25% p. 00 percent and. Read more here. While you’re there, don’t forget to opt into online statements! If you require assistance in registering, please email us at [email protected] billion. Australian Unity Strategic Holdings makes new PCO - 22 June 2021. Login. Full Year Investor Update Invitation - 30 August 2021. Money invested in an education bond is pooled with other investors and invested in assets. 7%: ANZ/OnePath: Investment Savings Bond: OnePath Managed Growth: 2. Learn about what it means to be a Member of Australian Unity. The Education Savings Calculator. Established in 1840, Australian Unity is a member-owned wellbeing company with 260,000 members and more than 700,000 customers. [email protected] Unity Bank Limited, ABN 30 087 652 079 AFSL No 237994 (Australian Unity) is authorised to arrange Home, Landlord, Motor, Caravan & Trailer and Travel Insurance as agent for the insurer, Allianz Australia Insurance Limited ABN 15 000 122 850 AFSL No 234708 (Allianz). With a diverse tenant base that. Post-acquisition Australian Unity Group expects to have a total customer base of over 180,000, with more than $3. 237989. Bond University - Australia’s #1 university for student experience. 1005 1010. We’ve been helping Australians grow and manage their money for decades. 11 September 2023. Lifeplan is a subsidiary of Australian Unity Limited ABN 23 087 648 888 (Australian Unity) and is part of a group of companies undertaking investment activities at Australian Unity, generally known as Australian Unity Wealth & Capital Markets. Lifeplan Education Bond . Lifeplan Investment Bond as low as rm25 at Australian Unity Ends Dec 2, 2023 Get Deal Featured Coupons. General Manager of Australian Unity Financial Advice & Personal Financial Services. 9%: Centuria : Centuria Investment Bond: Growth Bond Fund: 1. Futurity Education Bond Range. (This is your standard salary, less the amount you are contributing to your super). 09. IOOF WealthBuilder is issued by Australian Unity Life Bonds Limited (AULBL) ABN 21 087 649 625, AFS Licence number 230522, a wholly owned subsidiary of Australian Unity Limited ABN 23 087 648 888. A financial asset is anything that has the ability to make money – think shares, property or term deposits. com. Lifeplan Australia Friendly Society Limited ABN 78 087 649 492, AFS Licence No. The terms of the bonds are different and the Suncorp bond can be used to help absorb losses if needed, but assuming the Australia Ratings credit rating is right, then risk is similar. An Education Bond is a tax-effective investment product designed to help meet the cost of education. 75, Australian Unity Bonds Series C's (AYUHC) current share price of $101. to 2. au 31 January 2023 Treasury Langton Cres Parkes ACT 2600 By email: [email protected] Unity and Lifeplan Lifeplan Australia Friendly Society Limited (Lifeplan) is a market leader in tax effective investment products, with $2. Company profile page for Australian Unity Investment Bonds Ltd including stock price, company news, press releases, executives, board members, and contact informationCare and connection. Email enquiries@australianunity. The portfolio is currently valued at more than $30 million and includes six centres located in Queensland, Western Australia and Tasmania. Ms Chung was appointed to the board of Australian Unity Limited on 30 June 2017 and appointed Chair on 26 October 2022. Source: Australian Taxation Office (ATO) Where the education bond’s 10-year advantage is applicable, withdrawals from the bond’s earnings component made at any time and in any amount after 10 years are tax-free receipts. au/wealth Contact us. 237989 (‘Lifeplan’) is a leading provider of tax effective investment products such as investment, education bonds and funeral bonds. The purpose of the Syndicate-Fund is to assist with the land acquisition at 12-18 Bayley Street & 16 Gheringhap Street, Geelong VIC 3220 (Security Property). com. com. Superannuation and retirement planning. Investment and Education Bonds. Established in 1840, Australian Unity is Australia’s first member-owned wellbeing company, delivering health, wealth and care services. There are no restrictions on additionalLifeplan Education Bond Weekly Unit Price Update Contact us Investor Services Adviser Services A Australian Unity E [email protected] Unity 114 Albert Road, South Melbourne VIC 3205 australianunity. 10096 LIF0706AU PIMCO Australian Bond Fund Open Daily Investment option list 29 March 2023. e nd h e ash. au. we will work with you on compliance obligations. Lifeplan is a subsidiary of Australian Unity Limited ABN 23 087 648 888 (‘AustralianAustralian Unity - Investment Bonds Reply Paid 3753 elbourne IC 06 (no stamp required if mailed in Australia) If posting from outside of Australia, please send to: GPO Box 43 elbourne IC 3001 Contact us Australian Unity GPO Box 39 Melbourne IC 3001 australianunity. 477434 Tax laws may change in the future and may affect an investor’s tax position and the tax information described in any disclosure documents issued. 19/07/12 18/07/12. ABN 78 087 649 492 AFSL 237989 Return by Post to: Reply Paid 89 Lifeplan Funds ManagementPetinsurance. Education bonds are a tax-effective hybrid between an investment product and a life insurance policy. Construction of the hospital commenced in April 2021. 6 KB. 32. A tax-effective way to save for a child’s education. Read more & Learn about dues limits. A funded traineeship for two Australian Unity care workers, has enhanced their professional knowledge and broadened their skillset, allowing them to better support a variety of needs. Your employer pays your salary sacrificed contribution into your super fund. 237989 (‘Lifeplan’) is a leading provider of tax effective investment products, such as investment bonds, education bonds and funeral bonds. Read more & Learn about contribution limits. bonds, education bonds and funeral bonds. It specialises in the non-government education and community sectors, working with around 11,000 employers and managing over $12 billion in super savings. com. Each document is a guide only and should not be relied upon as taxation advice. com. For parents who may have already paid off their home loan, or perhaps grandparents wanting to invest on behalf of their children, products such as investment bonds may make sense. 30 billion (as at 30 June 2022) in Funds Under Management (FUM) in education, investment and funeral bonds. About 18,000 IOOF policyholders will move to Australian Unity, which is already a leading player in investment bonds with more than 180,000 customers and $3. Through our diversified group of businesses including healthcare, aged care and retirement living services and wealth - we are well-placed to offer investors a diverse range. au |W australianunity. au/wealth Investor Services enquiriesaustralianunity. au E [email protected]% p. Call customer care. 2bn in funds under management. What was Australian Unity Bonds (AYUHB) last dividend payment? Australian Unity Bonds (AYUHB) last dividend payment was $0. com. Provider of banking and investment management services intended to provide personal and community wellbeing. drive tenant and investor engagement. Learn more here. If you’re interested in starting a career in care, we are hiring now. IT requirements include computers, notebooks, iPad, phones and other technology required by the student. Lifeplan Education Bond Lifeplan option number APIR Code Investment option name Availability status DistributionTo mark the three-year anniversary of its 10Invest investment bond product, Australian Unity’s Decade of Change survey analysed the ten-year lifestyle and financial aspirations of more than 500 people who are 10Invest policy holders. Regular withdrawal request form. 1009 1011. 25 November 2021 Tertiary course fees are based upon an average cost across claims experience over the period 1 July 2014 to 30 June 2016. Australian Unity Health Limited Chief Executive Officer Rebecca Windsor said the planned deferral acknowledges the impact of COVID-19 on health insurance members’ access to some health services. com. com. Direct Debit Form Return by post Send completed form together with relevant identification documents. The strategy of the Australian Unity - Education Savings Plan Short-term managed fund is To invest in a diversified portfolio of shares, property securities, fixed interest, mortgages and cash. and this becomes part of available funds to spend on education Investor earnings Taxed at the capped life insurance tax rate (up to 30%) and paid by Australian Unity If funds are not used for education or are withdrawn by investor Investment Bond rules apply-30% tax offset applies Source: ato. Enter your current internet banking password. com. Insurance important information. 237989. Established in 1840, Australian Unity is Australia’s first member-ownedDeep and diverse expertise. 00am - 6. With a selection between a Family or Individual Education Bond, and an extensive menu of Investment Options to suit all risk profiles, a Futurity Education Bond is the smart choice to. Futurity offers the first ever Family Education Bond in Australia which gives you discretion to appoint multiple Education Beneficiaries under the one tax-effective, flexible Bond. The CEFC congratulates Australian Unity on securing its first industry superannuation fund investment into the Australian Unity Green Bond Fund. For personal use onlyCall adviser services. A tax benefit that education bonds are entitled to, this being a unique concession which effectively recovers the tax paid on investment earnings when they are withdrawn to pay “education expenses”. com. com. Call 1300 670 230 Schedule a call. 30am to 5. com. Australian Unity 2022 Annual Report - 19 September 2022. Obviously the sooner you start, the greater the potential benefit as the power of compounding returns (interest on your interest, and growth on your growth) can. Lifeplan Education Bond Lifeplan option number APIR Code Investment option name Availability status DistributionNeed help logging in? Can't find your bond listed? Please contact us or call on 1300 1300 38 between 8:30am to 5:00pm Monday - Friday AEST. 30am - 5:30pm AEST. a lifetime of education – primary (including pre-school), secondary, and a wide range of tertiary (including TAFE) and special needs education, in Australia and overseas. Find answers to any questions you may have about Australian Unity Membership and benefits. In FY2022, the Group delivered $1. 49 per share and was paid on 15 Dec 2020. com. Our range of health, wealth and care products and services provides member, customer and community value that is supportive of personal and community wellbeing. They don’t only offer domestic support, such as cleaning and shopping, carers are encouraged and supported to think more broadly about a customer’s wellbeing and what matters to them. The FuneralPlan Bond offers you: A tax effective and low-cost solution to managing funeral expenses. Australian Unity “It’s never really too late to start saving for ANY purpose, and the same philosophy applies to an education savings fund, also known as an Education Bond. Call us. to 4. Tax-effective. A Product Disclosure Statement (PDS) has been issued for Lifeplan Education Bond (LEB), effective 29 March 2023. A large range of investment options to choose from with the ability to switch between options without personal tax consequences. The Plan is simple to use, is flexible, has tax advantages to help you meet the challenges of education and has a unique design that sets it apart from other savings and The issue most closely resembling the Australian Unity bond is a subordinated bond issued by Suncorp. On 3 November 2021, Australian Unity issued a further $230 million of MCIs under a prospectus lodged with ASIC dated 11 October 2021 (‘2021 Prospectus’), as supplemented by a supplementary prospectus dated 15 October 2021 (‘Supplementary Prospectus’ and together with the. com. 1 MB. Lifeplan Education Bond Issued y ifeplan ustralia riendl Societ imited (Lifeplan) BN 8 4 492 FS icence No. education bond for 10 years or more and adhered to the 125% rule), although the consumer may benefit from a 30% tax offset against their assessable earnings; it allows consumers the flexibility to change their nominated student beneficiary at any time through the life of the education bond; These guides may assist Australian resident individual investors in preparing their income tax return for the financial year ended 30 June 2023. These benefits include potentially lower tax rates, the Education Tax Benefit and much more. Australian Unity (Wealth (Investment Bonds) offers three tax effective investment solutions that can be used for wealth creation, estate planning or as an alternative to complement superannuation. Futurity EdSaver is an Education Bond, which is a savings and investment product designed specifically to meet the costs of education. Most respondents were aged 30-49, in married or de facto relationships and from all states. The investor can claim a wide. Home loan variable interest rates for new and existing. A flexible additionally competitive scholarship plan with capacity tax benefits also features designed specifically to maximise education savings. com. Suncorp’s bond was also floating rate. Australian Unity Green Bond Fund – Ordinary AUS0084AU $100,000 $ (Minimum $50,000) Australian Unity Green Bond Fund – Retail AUS9041AU $5,000 $ (Minimum $1,000) Australian Unity Property Income Fund - Wholesale YOC0100AU $5,000 $ (Minimum $1,000) Australian Unity Sustainable Short Term Income Fund – Ordinary. 237994, 271 Spring St, Melbourne, Victoria 3000. Wherever you’re at, the Lifeplan Investment Bond will help keep your goals on track, with a diverse range of investment strategies for: tax effective portfolio management. Lifeplan Education Bond Weekly Unit Price Update Contact us Investor Services Adviser Services A Australian Unity E enquiries@australianunity. 32. See more content at Australia by website daotaonec. 237989 (‘Lifeplan’) is a leading provider of tax effective investment products, such as investment bonds, education bonds and funeral bonds. Tags: Media. com. 66% of excess over $416. com. With the increase in cyber-attacks across many companies, Australian Unity Bank’s highest priority is protecting our customers against the risk of fraud and financial crime. The Fund also covers education programs for children with. They are uniquely designed for parents and grandparents to help them achieve financial self. 00am - 6. Start investing with as little as $1,000. Futurity EdSaver is an Education Bond, which is a savings and investment product designed specifically to meet the costs of education. Along the way we pay tax to the ATO on your investment earnings at 30% company. Online access. The Platinum Investment Bond (Bond) is an investment vehicle that offers potential tax advantages not available through many other savings and investment products. Australian Unity Bonds are debt instruments issued by Australian Unity Limited pursuant to the Base Prospectus and an Offer Specific Prospectus. Help & support. “We plan to defer the implementation of the 2023 premium increase by seven months from 1 April 2023 to 1 November 2023,” Ms Windsor. Basic expenses can include tuition, uniforms and books. au 1300. Ask us Submit an query FAQs. Education Bonds are investment-linked life. au About Australian Unity Established in 1840, Australian Unity is a member-owned wellbeing company with more than 385,000 members and. Forecast interest rate increases in the US and UK allied to a weakening Australian dollar could see a “rush of capital out of Australia”, Australian Unity Investments chief executive, David. Money invested in an education bond is pooled with other investors and invested in assets. Use our calculator to work out expenses at each education level and then use it to calculate savings needed to fund this education. Australian Unity - Education Savings Plan Short-term. Our Target Market Determination services provide a detailed understanding of your product's target audience and the necessary conditions for. Beneficial owner information form. Obviously the sooner you start, the greater the potential benefit as the power of compounding returns (interest on your interest, and growth on your growth) can. 30 billion (as at 30 June 2022) in funds under management (FUM) in education, investment and funeral bonds. Download the Tax Guide which is appropriate for your investment type: Download the 2023 Tax Guide for your AMMA Statement. When it comes to growing your money, we believe taking a proactive approach is the way to go. Lifeplan Education Bond Weekly Unit Price Update Contact us Investor Services Adviser Services A Australian Unity E [email protected] Lifeplan Education Bond makes accessing your funds easy and flexible, whilst aiming to optimise the tax advantages for investors. Published on January 11, 2019 1 Parents need to plan well ahead to ease the financial burden of their kids' education, whether it's public or private No matter whether you're sending your child to an elite private school or the. Call us. As long-term, growth investments, Education Bonds can help parents and grandparents attain financial self-sufficiency for their lifelong education goals – whether for themselves or their families. Head to ‘Make a claim’ and select ‘Medical services’. “Education bonds are a way of making sure you have the funds available. Lifeplan Education Bond . Australian Unity's subsidiary Lifeplan Friendly Society will take over Insignia's investment bond business, which operates under IOOF Ltd, valued at $1. 84% National Australia Bank Ltd NCD 3. Flexishield. com. Australian Unity has launched an education savings plan, the first issued by a major friendly society for more tAustralian Unity Limited is a limited by both shares and guarantees, listed public company, Australian public company. Membership. Get access to your money at any time, even if it’s not for educational expenses. au 1800 649 033 03 8682 5057 Please send this form to: Australian Unity Reply Paid 64466 South Melbourne VIC 3205 (no stamp. Statement which is available by logging in to MyASG or you can obtain a copy by calling us on 1300 345 456 for Australia and 09 366 7670 for New Zealand. com. 18/07/12. Relative to the previous close share price of $100. Within Australia Australian Unity – Investment Bonds Replied Paid 91914 MELBOURNE VIC 3000 (No stamp required if mailed within Australia) Outside AustraliaRelative to the previous close share price of $100. Investments made will be in accordance with the following parameters: Asset allocation ranges (with benchmarks in brackets): international shares 0-10%. Australian Unity - Investment bonds, Reply Paid 9, Adelaide SA 001 (no stamp required if mailed in Australia) If posting from outside of Australia please send to ead Office: 11 Albert Road, South Melbourne IC 205 Fax 100 04 0 Email enquiries@australianunity. (applies to the PDS issued prior 1 May 2012) November 2020 Lifeplan Education Bond Performance Update AS AT 30/11/20 d nd nd nd h h e h OPTION CODE 775 774 776 784 783 785 789. On 1 October 2019 the contribution limits changed for the Lifeplan Education Bond (Australian Unity Education Savings Fund). 21. About Australian Unity Established in 1840, Australian Unity is a member-owned wellbeing company with more than 385,000 members and more than 700,000 customers. 10093 Australian Unity Wholesale Deposits LIF0162AU Open Daily 10109 Bennelong ex-20 Australian Equities Fund LIF6773AU Open Daily. Lifeplan is part of the Australian Unity group. Property information. 37% Australia and New Zealand Banking NCD 3. New home loan rates. Education bonds are a type of long term investment vehicle that cover the expenses for primary, secondary, and post secondary education, including training. Lifeplan is part of the Australian Unity Group. 32. Established in 1840, Australian Unity is. If you have any questions relating to what education expenses can be claimed, please call our Investor Services Team on 1300 1300 38. complementing your super. An Education Bond is a tax-effective investment product designed to help meet the cost of education. Getting to know customers’ preferences is inherent to a care workers role. 1003. com. Activities and Societies: Bond University Student Association, Society and Design Students' Association. Investment and Education Bonds. 32. Find out more. com. 41%. 10096 LIF0706AU PIMCO Australian Bond Fund Open Daily Investment option list 29 March 2023. Australian Unity has announced that its Lifeplan Investment Bond has been expanded with 39 new investment options, making it the largest investment bond menu available to advisers with 74 investment options spanning all major asset classes. We can help you with: budgeting and managing your money. The person who administers an estate is called an executor. To change your details, manage your holding and update your communication preferences log on to Link Investor centre or call 1300 554 474. Other providers of education bonds in Australia include Australian Unity and Futurity Investment Group. 8 billion for an Australian Unity-run healthcare real estate fund as its best and final offer while launching legal action to challenge a move. au E investmentbonds@australianunity. Make sure to include your statement of Medicare benefits and any other documents relevant to your claim. Thanks for. au Cont Australian nity 114 lert oad Sout elourne IC 3205. com. au/wealth F 1800. Rewards of learning. Write to us: Australian Unity Bank Limited - Reply Paid 1801, Melbourne VIC 3001. au Investor Services [email protected]. 76 billion in social impact, secures $50 million Sustainability-Linked Loan with Westpac 10 Sep 2023. 111 Gawler Place, Adelaide SA 5000 . INCEPTION DATE. We’re going to focus on the education purpose of the bond. 01 billion, our financial strength and capital reserves enable us to meet our long-term commitments to members through all investment cycles. 13 29 39 Lifeplan Australia Friendly Society Limited ABN 78 087 649 492, AFS Licence No. Learn more &. Here we compare the historical returns of investment bonds available in Australia in the growth category (61%-80% growth assets) to a diversified portfolio of. Lifeplan is part of the Australian Unity Group. Investing for a child’s education through the Lifeplan Education Investment Fund is simple, easy and tax effective. com. Actual historical performance of the PIMCO Australian Bond Fund as at indicated above. Superannuation and retirement planning. 7 KB. While you’re there, don’t forget to opt into online statements! If you require assistance in registering, please email us at [email protected] Unity E [email protected] Unity General Information. estate planning. A basic daily care fee. au 4. The Pro-D High Growth Fund holds a diversified portfolio of investments across major asset classes. au Portals: Investor login Adviser login Post: GPO Box 804 10Invest is a simple, online, low cost investment bond that offers tax effectiveness not available through traditional savings and investment products. From starting a portfolio to diversifying an existing one, we’re here to help you build your wealth through our wide range of investment solutions. 5. Financial planning. Kids Saver Account Application Form PDF - 949. Our ground-breaking Education Bond product range also. vn synthesis and compilation. Lifeplan Australia Friendly Society Ltd. About this Product Disclosure Statement (‘PDS’) The Lifeplan Education Bond (‘Fund’) is an investment product issued by Lifeplan. 45% of the entire amount of eligible income. The FuneralPlan Bond also provides an opportunity to tap into new markets, according to Mr Bird. We offer a comprehensive and innovative suite of funds and services that have a dual outcome focus. com. September 2022 (applies to the PDS dated after 1 May 2012) Lifeplan Education Bond Performance Update. au/wealth F 1800. 10Invest is all about establishing a long-term plan. 2. Lifeplan is part of the Australian Unity Group. E. ) Interests in the Australian Unity Select Income Fund ARSN 091 886 789 (Fund) are issued by Australian Unity Funds Management Limited ABN 60 071 497 115,. com. bonds, education bonds and funeral bonds. Can invest a single amount or can choose to add to your initial investment each year. Visit our Company performance page for information about Members’ meetings, financial results and to view the latest. The forecast internal rate of return for the SDA Fund is 9. 237989, as the issuer of the Lifeplan Education Bond. At Australian Unity, we offer a range of competitive, flexible investments that can be used for wealth creation, estate planning or as an alternative to complement superannuation. com. au Rowville: rdc@australianunity. au E investmentbonds@australianunity. Futurity offers the first ever Family Education Bond in Australia which gives you discretion to appoint multiple Education Beneficiaries under the one tax-effective, flexible Bond. Australian Unity. 234455 Australian Unity Investment Real Estate Limited, ABN 86 606 414 368, AFS Licence No. High Growth Bond $, , . We were the first in Australia to issue MCIs (twice) and have raised over $350 million to date to drive business activities that underpin our commitment to delivering community and social value. 34. Get in touch Email us Have a question? Send us an email. Australian Unity - Capital Guaranteed Funeral Bond - Managed Fund. au. Contents KeyInvest Life Events Bond, KeyInvest Funeral Bond: Diversified Growth: 2. Media contact: T: 1300 408 776. com. We have helped tens of thousands of Australians manage their affairs. Find additional tools, resources, articles and case studies on our Resources page to hep you on your financial wellbeing journey. It works as a ‘scholarship plan’ under Australian Tax Law that allows the bond administrator to obtain a tax deduction which will be passed on to the investor when you withdraw earnings to pay for the education costs. Lifeplan Investment Bond Application Form 2Fees Comparison. Each Bond has a Face Value of $100. IT requirements include computers, notebooks, iPad, phones and other technology required by the student. super and retirement planning. Lifeplan is a subsidiary of Australian Unity Limited ABN 23 087 648 888 (‘Australian Unity’) and is part of the group of Applies to Australian Unity Investment Bonds, Australian Unity Education Savings Plan, Australian Unity Grand Bonds Assurance Fund policies only Please complete this section only if you do not have the original Certificate of Membership. to 3.