Low Rate Visa Credit Card Application Form PDF - 1. 237989 GPO Box 89 Adelaide SA 5001 T (Adviser) 1300 133 285 | F 1800 804 890 E [email protected]/wealth F 1800. The portfolio is currently valued at more than $30 million and includes six centres located in Queensland, Western Australia and Tasmania. Australian Unity is planning another capital-raising worth $80 million, as it tries to fund debt repayments and finance new growth and general business operations. 1015. Phone us on 1300 790 740 we’re here Monday to Friday – 8. Need help logging in? Can't find a bond listed? Please contact us or call on 1300 133 285 between 9:00am to 5:30pm Monday - Friday AEST . Easy to invest, minimum investment is $5,000. These changes affected the maximum total contributions and the living allowance, per student or child. Lifeplan Investment Bond Product Disclosure Statement 21 October 2016 Issued by: Lifeplan Australia Friendly Society Limited ABN 78 087 649 492, AFS Licence No. Our Target Market Determination services provide a detailed understanding of your product's target audience and the necessary conditions for. It seemed great, the returns seemed reasonable (actually very good) and they offer extra support outside the finance side of it, ie. The Series C Bonds have a fixed margin of 2. We’ve been helping Australians grow and manage their money for decades. 34. au 1300 1300 38 Phone: +61 3 9616 8687 or 1300 997 774 Mon – Fri, 8:30am – 5:30pm AEST. The investment can then be transferred to the child/ren when they reach a specified age. Lifeplan Education Bond Weekly Unit Price Update Contact us Investor Services Adviser Services. These are outlined below. au 111 Gawler Place. super and retirement planning. 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. 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. The Fund also covers education programs for children with. These agreements mean that, depending on your level of cover, you should be covered for most in-hospital charges—minus any excess or co-payment you’re required. Real Asset Management is the Investment Manager of the benefit funds within the plan. how you can ask us to correct your information or make a complaint about how we have managed your information. You must consider the PDS which contains important information about investing in the Lifeplan Education Bond before completing this Application Form. com. 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. It is not intended to be presented to or used by retail investors. 09. Adnan joined Australian Unity in 2009. com. 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. com. 087 648 888 (‘Australian Unity’) and is part of the group of companies undertaking investment activities at Australian Unity, generally known as Australian Unity Wealth and Capital Markets. In FY22, the Australian Unity’s $3. Australian Unity. Lifeplan is part of the Australian Unity group. Through our diversified group of businesses including healthcare, wealth, and aged care and retirement living services, we are well-placed to offer investors. Appointing a professional executor is becoming more commonplace because: they understand the legal responsibilities and will act impartially. au 111 Gawler Place, Adelaide SA 5000 T 1300 1300 38 T 1300 133 285 W australianunity. au Cont Australian nity 11 Alert Road Sout elourne I 3205 australianunity. Investment, education and funeral bonds. An education bond or education savings plan is a flexible and tax effective investment vehicle that allows you to prepare for the cost of a child’s education. Find out the current estimated costs for public, private, and Catholic schools in Australia. It’s set at 85 percent of the maximum aged pension — currently $52 a day — and everyone has to pay this, whether or not they receive the old age pension. Education bonds are a tax-effective hybrid between an investment product and a life insurance policy. The RAM Education Investment Plan operates as a Scholarship Plan in accordance with the Income Tax Assessment Act 1997. How we work with you We currently work with many employers, serving 17,000 superannuation plan members throughout Australia. 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 help start your education savings plan. com. September 2022 (applies to the PDS dated after 1 May 2012) Lifeplan Education Bond Performance Update. 45% of the entire amount of eligible income. ** Available only for Wholesale clients. Australian Unity Bonds Series C's (AYUHC) share price movement is 1% when compared to 7 days ago and is -0. Funeral Plan Management Pty Ltd ABN 30 003 769 640 is a wholly owned subsidiary of Lifeplan Australia Friendly Society Limited ABN 78. Additional deposit and regular savings plan form. au. safeguarding your wealth transfer. 3. com. 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. com. ve nd. 75, Australian Unity Bonds Series C's (AYUHC) current share price of $101. Education bonds, also known as education savings funds or scholarship plans (no resemblance to merit-based scholarships offered by individual schools), are offered by the likes of ASG and Australian. Australian Unity launched the first ''simple corporate bond'' on Monday, taking advantage of new legislation aimed at cutting red tape associated with corporate debt raisings. Who we are. 10Invest Capital Guaranteed Deferred Annuity Community Bond10060 LIF0109AU Australian Unity Property Income Open Daily. CSS ErrorBanking products are issued by Australian Unity Bank Limited ABN 30 087 652 079 AFSL/Australian Credit Licence No. Appointment of Chair and Deputy Chair – 26 October 2022. com. Watching the performance of your investment return over time or check how your investment has performed during a period. Via we. Investments will be made in accordance with the following. Additional deposit and regular savings plan form. 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. E: jesse@communicationscollective. It is Australia’s first fully electric private hospital, with a five-star Green Star rating. au. 24% Commonwealth Bank 2. Australian Unity finalises Greengate purchase - 7 July 2021. 237989 (‘Lifeplan’) is a leading provider of tax effective investment products, such as investment bonds, education bonds and funeral bonds. Ms Chung was appointed to the board of Australian Unity Limited on 30 June 2017 and appointed Chair on 26 October 2022. Lifeplan Australia Friendly Society Ltd. (Please refer to the Non-Education Claim notes located on the next page. Monday to Friday - 8. ABN 78 087 649 492 AFSL 237989 Return by Post to: Reply Paid 89 Lifeplan Funds ManagementPetinsurance. In 2022, Australian Unity launched its Stretch Reconciliation Action Plan (RAP). Extra 20% Off All Plans. Understanding the basics of investing is the first step in your wealth-creation journey. com. Australian Unity has agreements with more than 500 private hospitals and day surgeries across Australia. 13 29 39 Lifeplan Australia Friendly Society Limited ABN 78 087 649 492, AFS Licence No. With a diverse tenant base that. au 13 29 39 03 8682 5057 Adviser Services investments@australianunity. Australian Unity - Investment bonds, Reply Paid 89, Adelaide SA 5001 (no stamp required if mailed in Australia) If posting from outside of Australia, please send to ead Office 271 Spring Street, Melbourne IC 3000 Email enquiries@australianunity. Email. au 111 Gawler Place, Adelaide SA 5000 T 1300 1300 38 T 1300 133 285 W australianunity. Investment bonds . Nomination of beneficiary form. 84% National Australia Bank Ltd NCD 3. au or call 1300 1300 38. com. ×Sorry to interrupt. Our range of health, wealth and care products and services provides member, customer and community value that is supportive of personal and community wellbeing. Supporting our customers, members and employees. ) (Please refer to the Education Claim notes located on the next page. If that’s the case, we want to hear from you. 14. If you keep your investment bond for 10. 00am - 4. Products are issued by Lifeplan. 2019 Community Bond : 25. 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;Investment Bonds, Education Bonds and Funeral Bonds: Expected mailing date: 10Invest: End of September: Australian Unity Education Savings Plan: Early October: Capital Guaranteed Deferred Annuity: Early October: Commonwealth Bank Education Savings Plan: Early October: Community Bond:Lifeplan Australia Friendly Society Limited ABN 78 087 649 492 AFS License No. 18%. Call on 1300 790 740 Prefer to chat? Call us Mon - Fri 8. Tweets. 00pm AEST . We take a very holistic approach to wealth creation, designing solutions with the financial wellbeing of Australians - and the wellbeing of Australian society as a whole – at the core of our process. 2 billion, including the Robina Private Hospital on the Gold Coast, where approval has been granted for the next. au Cont Australian nity 11 Alert Road Sout elourne I 3205 australianunity. Interest Payment - AYUHC - 14 July 2021. Commonwealth Bank Education avings Plan. com. bonds, education bonds and funeral bonds. Lifeplan is part of the Australian Unity Group. No fees on establishment, contribution, withdrawal or exit. com. 61 constitutes a movement of $0. 30 billion (as at 30 June 2022) in funds under management (FUM) in education, investment and funeral bonds. Use our calculator to work out expenses at each education level and then use it to calculate savings needed to fund this education. As EdSaver is an Education Bond, you can enjoy the great tax benefits available within this unique structure. Superannuation and retirement planning. Issuer name Lifeplan Australia Friendly Society Limited Issuer AFSL 237989 Issuer ABN 78 087 649 492The smart choice for tax effective investing. Australian Unity Investment bonds Reply Paid 9 delaide S 001. com. Interest Rate. 1004. 10. com. Losing a loved one can be unspeakably hard. Statutory Declaration 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. This section includes the Target Market Determinations for products issued by Australian Unity Wealth and Investments. The Select Income Fund is a contributory mortgage fund that provides investors with the opportunity to receive monthly payments by investing in a range of first registered mortgage. Contact us Submit an enquiry FAQs. This RAP lifts the bar from the previous innovate RAP and will empower our employees to become lifelong champions for reconciliation, and to support Aboriginal and Torres Strait Islander peoples to thrive through Australian Unity’s commitment to. However, AULOur expertise. 237989 Lifeplan Education Bond Additional Information Document 29 March 2023 The Additional Information Document (‘AID’) forms part of the current Product Disclosure Statement (‘PDS’) for the Lifeplan Education Bond dated 29 March 2023. au/wealth F 1800. Email us. au/wealth claim the full new entitlement each year, regardless of how much they claimed in the 12 monthsAustralian Unity was founded on social values and community contribution and has a 180 year history of providing products and services that meet the needs of the community. Lifeplan is a subsidiary of Australian Unity Limited ABN 23 087 648 888 (‘Australian Unity’) and is part of the group of companies undertaking investment activities at AustralianWhen you deposit your money into the Platinum Investment Bond, we invest it in the investment option (s) you’ve selected. Fixed Interest Rate Lock Application Form PDF - 538. With regular contributions, you could benefit from compounding interest to create powerful opportunities for your future, in a tax effective way. Personal Loan Application Form PDF - 865. com. Whatever your risk profile, life stage, current financial position or future aspirations, we can partner with you to design a personal financial plan that could be life changing. A flexible additionally competitive scholarship plan with capacity tax benefits also features designed specifically to maximise education savings. 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. Australian Unity Limited ACN 087 648 888 . 32. Regular withdrawal request form. 10096 LIF0706AU PIMCO Australian Bond Fund Open Daily Investment option list 29 March 2023. au 111 Gawler Place, Adelaide SA 5000 T 1300 1300 38 T 1300 133 285 W australianunity. Lifeplan is part of the Australian Unity Group. gov. A tax-effective way to save for a child’s education. Investing for a child’s education through the Lifeplan Education Investment Fund is simple, easy and tax effective. The strategy of the Australian Unity - High Growth Bond managed fund is To invest in a diversified portfolio of Australian and international shares and cash. Extracurricular activities include clubs, drama, sports, music or art activities. We have helped tens of thousands of Australians manage their affairs. 76 billion in social impact, secures $50 million Sustainability-Linked Loan with Westpac 10 Sep 2023. INCEPTION DATE. 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. Membership. 234455. In FY2022, the Group delivered $1. a for balances more than $48,001. The hospital is operated by Unitas Healthcare as its major tenant under a 30-year lease. au/wealth;087 648 888 (‘Australian Unity’) and is part of the group of companies undertaking investment activities at Australian Unity, generally known as Australian Unity Wealth and Capital Markets. There are many areas to consider when planning your retirement—your super, investments, insurance, tax, mortgage, debt and estate planning, just to name a few. Fax us the completed Lifeplan Funds Management ABN 78 087 649 492 AFSL 237989 form on (08) 8212 2790 Reply Paid 89 Adelaide SA 5001. Investment bonds can be a tax-effective way to save for something big over the long term -- like your children’s or grandchildren's education, because earnings on the investment. Investor centre Our story In the community Our company Careers News & media. 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. au AU0746_10913 Cont Australian nity 271 Spring Street, elbourne IC 3000 australianunity. Anna also suggests those planning for a baby’s future look into Australian Unity’s Lifeplan Education Bond, which can be used to cover a wide range of education-related expenses. 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”. 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. The strategy of the Australian Unity - High Growth Bond managed fund is To invest in a diversified portfolio of Australian and international shares and cash. the process can be. au 111 Gawler Place, Adelaide SA 5000 T 1300 1300 38 T 1300 133 285 W australianunity. The Catholic system is more financially demanding, with a total K-12 cost of around $229,640. The investor can claim a wide. INCEPTION DATE. au. au Portals: Investor login Adviser login Post: GPO Box 804 Melbourne VIC 3001 . Rewards of learning. com. Direct debit request form. The education bond is classified under Australian tax law as a ‘scholarship plan’ which provides unique tax benefits and features that may not be available through other savings and. dssolhv wr wkh 3'6 gdwhg diwhu 0d /lihsodq (gxfdwlrq %rqg 3huirupdqfh 8sgdwh $xjxvw $6 $7 $ 0 3 & d s l w o % o d q f h g * u r z w k &) 6 l u v w kInvesting in an Education Bond can be a tax-effective way to save for a child’s education. 00am - 6. To invest in a diversified portfolio of shares, fixed interest, mortgages and cash. Fees and Costs Update: Lifeplan Education Bond . Superannuation and retirement planning. com. Login. About us. au E investmentbonds@australianunity. 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. Lifeplan Education Bond Issued y ifeplan ustralia riendl Societ imited (Lifeplan) BN 8 4 492 FS icence No. Lifepan Education Bond Issued by ifeplan Australia Friendly Society imited (Lifeplan) AB 8 4 492 AFS icence o. Investments made will be in accordance with the following parameters: Asset allocation ranges (with benchmarks in brackets) Australian shares 35-45% (40%), international. Established in 1840, Australian Unity is a member-owned wellbeing company with more than 385,000 members and. Australian Unity was founded on social values and community contribution and has a 180 year history of providing products and services that meet the needs of the community. We are a leader in the investment bonds sector with combined funds under management of over $3. 90% p. Guided by our vision to become Australia’s most-trusted wellbeing company, Australian Unity is committed to measuring the impact of our products, services and operations through environmental, social and governance (ESG) criteria. 07 October 2022. Our team of lawyers, accountants, administrators and client managers are highly. 41%. au T 1300 1300 38 Adviser. Call us. A term deposit provides certainty around the interest you will receive. 34% below AYUHD's 52-week high of $101. com. (This is your standard salary, less the amount you are contributing to your super). An investment bond is a unique tax-effective alternative to traditional savings and investment products. Offering all the features of an Investment Bond, an Education Bond also has special Education Tax Benefits. 2bn in funds under management. g. Our security measures identified this suspicious activity and in response, we have locked some of our members’ internet banking access for their safety. Call 1300 160 170. DomaCom 4/27 Crombie Avenue Bundall QLD 4217 Australia. calculator. Suncorp’s bond was also floating rate and the size was. 19/07/12 18/07/12. a. 34. 10Invest is all about establishing a long-term plan. 1005 1010. 7%: ANZ/OnePath: Investment Savings Bond: OnePath Managed Growth: 2. Lifeplan. See more content at Australia by website daotaonec. A Australian Unity E enquiries@australianunity. 237989, as the issuer of the Lifeplan Education Bond. Australian Unity E [email protected] - 4. 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. August 2021 (applies to the PDS dated after 1 May 2012) Lifeplan Education Bond Performance Update AS AT 31/08/21. 25% p. Please try again later. 3-year pa-3. The information in this document is general information only and is not based on the objectives, financial situation or needs of any particular investor. Read continue & Lessons about contribution limits. We’ll address your concerns as quickly as possible. com. Tax Nil Bond Tax Rules Not available Not applicable . Commonwealth Bank Education Savings Plan 14. We’re going to focus on the education purpose of the bond. Tel: 13 29 39 . 09. Our financial advisers can help you create a personal plan to achieve your specific retirement goals. 00pm and weekends 8. AS AT 30/09/22. The investor can claim a wide range of education expenses from an education bond , such as: Tuition fees, including course fees, HELP debts, private tuition, and career training. 2019 . 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. Other providers of education bonds in Australia include Australian Unity and Futurity Investment Group. When you invest in a Futurity Education Bond early, you’re not only investing in your children or grandchildren’s future, but you’re also accessing long term tax benefits. drive tenant and investor engagement. This material has been prepared for financial advisers only. In particular, the addition increased. to 3. Changes to contribution and living allowance limits . au/wealtAustralian Unity strengthens investment bond offering. While you’re there, don’t forget to opt into online. au/wealth F 1800. Building strong and respectful relationships. Enter your new password. 8 billion Healthcare Property Trust (AUHPT)—the largest unlisted healthcare REIT in the country—will re-open on Monday 6 March for a limited period to seek to raise approximately $350 million to provide funding for upcoming acquisitions and developments and to strengthen its balance sheet by reducing gearing. au 1300. com. 37% Australia and New Zealand Banking NCD 3. com. The Fund also covers education programs for children with. Altius Green Bond Fund Altius Sustainable Bond FundEach Bond has a Face Value of $100. 7 KB. At Australian Unity, we provide you and your employees with the professional counsel and guidance needed to get the maximum benefit from your superannuation arrangements. Our governance structure. A basic daily care fee. High Growth Bond $, , . Other providers of education bonds in Australia include Australian Unity and Futurity Investment Group. Colin Falls Senior Business Development Manager - NSW/ACT Investment Bonds LinkedIn Email 0434 338 278 . 5bn and 175,000 members and customers. This includes a social impact total of $1. About The Alba. Beneficial owner information form. Investment option list. What is the Lifeplan Education Bond? The Fund is classified under Australian tax law as a ‘scholarship plan’, which gives it unique tax features that Lifeplan Education Bond calculator Start again The Education Savings Calculator We want to help you prepare for education expenses ahead. 2019 . gov. 237989 Lifeplan Investment Bond Australian Unity Applications Australian Unity Group is a national healthcare, financial services and independent & Applications for. Post-acquisition Australian Unity Group expects to have a total customer base of over 180,000, with more than $3. Education Bonds are investment-linked life. We use our expertise in tax and investment markets to provide innovative tax-effective solutions to support the education journeys of Australian and New Zealand families. Australian Unity Education Savings Plan 14. 18/07/12. Australian Unity are a leading provider of Aged Care Facilities, Retirement Living, Home Services and Aboriginal Home Care Services. Note it must be 8 characters in length and contain lower and upper case characters as well as special characters. nd ive nd d h ive e h. Education Bonds are investment-linked life. com. Improve or maintain Centrelink entitlements while reducing tax. Description. 30pm AEST. The FuneralPlan Bond also provides an opportunity to tap into new markets, according to Mr Bird. Get access to your money at any time, even if it’s not for educational. 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. An investment bond is similar to a managed fund -- but is typically sold through insurance and mutual companies (like AMP, Australian Unity, GenLife, etc). What it means to be a member of Australian Unity. Useful information and content for Australian Unity advisers and partners. Below is a guide to help you understand which fees may apply to you. Please use BLOCK letters and a black or blue pen. 13 29 39. Lifepan Education Bond Issued by ifeplan Australia Friendly Society imited (Lifeplan) AB 8 4 492 AFS icence o. Agreement private hospitals. 0414 953. A Product Disclosure Statement (PDS) has been issued for Lifeplan Education Bond (LEB), effective 29 March 2023. au/wealth Investor Services enquiriesaustralianunity. Phone: +61 3 9616 8687 or 1300 997 774 Mon – Fri, 8:30am – 5:30pm AEST. au. a. About Australian Unity. Lifeplan is a subsidiary of Australian Unity Limited ABN 23 087 648 888 (‘Australian Unity’) and is part of the group of companies undertaking investment activities at Australian Secure a child’s financial future. 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. The balance is based on the most recently available unit price/s for your investment option/s, at the time it is displayed. Investment and Education Bonds. 18 or 0. An education bond is an investment offered by a friendly society or life insurance company to allow a consumer to set aside money to cover education expenses. 66% of excess over $416. The product I purchased was a relatively new one from Australian Unity called 10invest and has really low fees and simple investment offerings - vanguard index funds. au . Australian Unity and Lifeplan Lifeplan Australia Friendly Society Limited (Lifeplan) is a market leader in tax effective investment products, with $2. com. au E investmentbonds@australianunity. OPTION CODE. On 1 October 2019 the contribution limits changed for the Lifeplan Education Bond (Australian Unity Education Savings Fund). 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. 30 billion as at 30 June 2022. bonds, education bonds and funeral bonds. They are uniquely designed for parents and grandparents to help them achieve financial self. 27/07/12. bankruptcy protection. 2. Education Savings Plan – Short Term Portfolio $, . On top of coping with your grief, there’s a long list of administrative tasks you may need to work through — it can be overwhelming. 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. Money invested in an education bond is pooled with. 32. With regular contributions, you could benefit from compounding interest to create powerful opportunities for your future, in a tax effective way. 76 billion for the 2023 financial year—an increase from $1. A well-diversified investment portfolio should strike a balance between equities and fixed income, letting you ride. Extracurricular activities include clubs, drama, sports, music or art activities. It explains: how and why we collect, use, hold and disclose your personal information. Right now, we’re recruiting for a range of allied health roles to support our customers in the community. Our range of health, wealth and care products and services provides member, customer and community value that is supportive of personal and. au E investmentbonds@australianunity. au/wealth Contact us. Australian Unity Capital Secure Funeral Bond 2. Australian Unity - Investment bonds, Reply Paid 89, Adelaide SA 001 (no stamp required if mailed in Australia) If posting from outside of Australia please send to ead ffice: 271. Learn how to plan for different types of schooling options, childcare, and education costs, and how to save up for or invest in your child's education with bonds, managed funds, or. This Product has the following key attributes: • it is a 'tax paid' investment meaning that tax on a consumer's investment in the Lifeplan Education Bond (Lifeplan Education Bond)Australian Unity will notify members of how the planned deferral will impact them. About Australian Unity. 00am - 6. A tax-effective way to save for a child’s education. 593. 41 billion (as at 31 December 2020) in funds under management (FUM) in education, investment and funeral bonds. (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. Call us on 1300 790 740. * If you have a FuneralPlan Bond and have assigned ownership to your funeral director you will not have access to this portal. com. com. Call our independent & assisted living customer care team Monday to Friday 8. This section includes the Target Market Determinations for products issued by Australian Unity Wealth and Investments.