Australian Unity has launched an education savings plan, the first issued by a major friendly society for more tAbout Australian Unity Established in 1840, Australian Unity is a member-owned wellbeing company with 260,000 members and more than 700,000 customers. The purpose of the Syndicate-Fund is to refinance the existing loan facility (Syndicate-Fund 636) to assist with the construction of a split-level mixed-use commercial building at 41, 41A and 43 Queen St, Goodna, QLD. 237994, 271 Spring St, Melbourne, Victoria 3000. 61 constitutes a movement of $0. Please use BLOCK letters and a black or blue pen. 593. how you can access the information we hold about you. 237989. attract and maintain investment. Fees, charges and lending criteria apply. au AU0746_10913 Cont Australian nity 271 Spring Street, elbourne IC 3000 australianunity. Email us Spring Street: [email protected]. Investment bond death claim discharge form. Email: australianunitywealth@unitregistry. com. safeguarding your wealth transfer. The Bond is about establishing a long-term plan for investing. If that’s the case, we want to hear from you. OPTION CODE. 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. com. com. 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. Supplementary Product Disclosure Statement 1 June 2023 . au |W australianunity. 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. AS AT 30/09/22. Additional life insured nomination form. The total consideration of $40 million comprises $36 million in cash paid upon completion, and a contingent amount of up to $4 million payable 12 months after completion, which is. Australian Unity Full Year Accounts - 7 September 2021. Australian Unity Black Friday 2023 is coming! Saving up to 15% with 6 Australian Unity Discount Codes & Coupon Codes. Lifepan Education Bond Issued by ifeplan Australia Friendly Society imited (Lifeplan) AB 8 4 492 AFS icence o. au/wealth F 1800. 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. Property information. Tax-effective. com. 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. "Bond returns have recovered this year after a challenging 2022 where yields moved higher in anticipation of cash rates rising steadily… Australian Unity Wealth on LinkedIn: #. Lifeplan Education Bond Issued y ifeplan ustralia riendl Societ imited (Lifeplan) BN 8 4 492 FS icence No. com. The Australian Unity Green Bond Fund invests in a combination of green, social and sustainable fixed interest securities with the primary. com. 1005 1010. The benefit of an investment bond over an education bond is that you don’t need to specify use the money for education. The Fund is an unlisted property fund that owns properties across Australia, diversified across convenience retail, office and industrial sectors. 1300 1300 38. Banking, Investment Management, Real Estate Investment, Investment Bonds, Mortgages, and Financial Advice Locations Primary 271 Spring Street Melbourne,. Lifeplan Education Bond - AMP Capital Balance. Help & support. In this PDS, the terms ‘we’, ‘us’ and ‘our’ refer to Lifeplan. Established in 1840,The Australian Unity Property Income Fund are issued by Australian Unity Property Limited ABN 58 079 538 499, AFS Licence No. Email us. Via we. 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. Please try again later. bonds, education bonds and funeral bonds. Investment option list. * If you have a FuneralPlan Bond and have assigned ownership to your funeral director you will not have access to this portal. education (including TAFE) and special needs education, in Australia and overseas. 5-year pa. com. Get access to your money at any time, even if it’s not for educational. to 4. 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. Phone: +61 3 9616 8687 or 1300 997 774 Mon – Fri, 8:30am – 5:30pm AEST. Futurity’s Education Bonds are an easy way to start saving and investing for your family’s future education needs. 1003. E. 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). a. au Dear Treasury Measuring what. 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. Australian Unity Strategic Holdings makes new PCO - 22 June 2021. au 111 Gawler Place. 7%: ANZ/OnePath: Investment Savings Bond: OnePath Managed Growth: 2. 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. a. Phone us on 1300 790 740 we’re here Monday to Friday – 8. 49 per share and was paid on 15 Dec 2020. 63 billion in the previous year. 34. The shares have a face value of $100. 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. We have 3 products in our suite: - Lifeplan Investment Bond - Lifeplan Education Bond - FuneralPlan Bond If you would like to know more, please vist our website or…Lifeplan Education Bond Issued by ifeplan Australia Friendly Society imited (Lifeplan) AB 8 64 492 AFS icence o. Established in 1840, Australian Unity is a member-owned wellbeing company with more than 385,000 members and. Futurity Education Bond Range. au 111 Gawler Place, Adelaide SA 5000 T 1300 1300 38 T 1300 133 285 W australianunity. Australian Unity Limited ABN 23 087 648 888 271 Spring Street MELBOURNE VIC 3000 T 13 29 39 Australia Wide F 03 8682 5555 W australianunity. E: media@australianunity. 1015. 10. 14. Interest Payment - AYUHC - 14 July 2021. Overseas interest rate hikes could hit Aussie investment market. They are uniquely designed for parents and grandparents to help them achieve financial self. 1 Lifeplan Education Bond Supplementary Product Disclosure Statement 6 December 2021 This SPDS is issued by Lifeplan Australia Friendly Society Limited (‘Lifeplan’), ABN 78 087 649 492, AFS License No. 2019 . com. This is subject to change and should not be relied upon as the actual closing value for each respective quarter. 30pm AEST. Issuer name Lifeplan Australia Friendly Society Limited Issuer AFSL 237989 Issuer ABN 78 087 649 492The smart choice for tax effective investing. 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. 5bn and 175,000 members and customers. 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). Investing for a child’s education through the Fund is simple, easy and tax effective. au. T . Media. ABN 78 087 649 492 AFSL 237989 Return by Post to: Reply Paid 89 Lifeplan Funds ManagementPetinsurance. 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. In this PDS, the terms ‘we’, ‘us’ and ‘our’ refer to Lifeplan. 49% Woodside. au 1800 649 033 03 8682 5057 Please send this form to: Australian Unity Reply Paid 64466 South Melbourne VIC 3205 (no stamp. ve nd. Call our independent & assisted living customer care team Monday to Friday 8. Australian Unity Bonds's (AYUHB) share price movement is 0% when compared to 7 days ago and is n/a below AYUHB's 52-week high of n/a. au. A tax effective way to save for the long-term with a diverse range of investment options, estate planning features and child advancement options. a. com. These benefits include potentially lower tax rates, the Education Tax Benefit and much more. 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. Contact us Submit an enquiry FAQs. 30am to 5. Start investing with as little as $1,000. ve nd. 237989. com. au E [email protected]% p. Investment bonds . 7 KB. Education bonds an investment in a smarter future: Foresters. Australian Unity - Capital Guaranteed Funeral Bond - Managed Fund. Media contact: T: 1300 408 776. Lifeplan Australia Friendly Society Limited ABN 78 087 649 492, AFS Licence No. Read more & Learn about contribution limits. to 2. 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. The Series C Bonds have a fixed margin of 2. Competitive salary package including travel allowance, mobile phone, laptop and more. 30 billion (as at 30 June 2022) in Funds Under Management (FUM) in education, investment and funeral bonds. Find out more. 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. Online access. Estate administration refers to paying debts and taxes and distributing assets to the beneficiaries as specified in a will. 18%. If you’re interested in joining a supportive team and making a positive impact in your role, we want to hear from you. Study 5 hours ago WebThe Bond covers primary, secondary and a wide range of tertiary education including training courses provided by universities, TAFE, colleges, and accredited Australian and overseas organisations. Adnan Glinac, an Australian Unity executive general manager, says a parent starting an education savings policy with a balance of $20,000 when their child is 15 who makes additional payments of. Study 5 hours ago WebThe Bond covers primary, secondary and a wide range of tertiary education including training courses provided by universities, TAFE, colleges, and accredited Australian and overseas organisations. 19/07/12 18/07/12. 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. Our range of health, wealth and care products and services provides member, customer and community value that is supportive of personal and community wellbeing. Losing a loved one can be unspeakably hard. Find out the current estimated costs for public, private, and Catholic schools in Australia. This includes a social impact. Lifeplan Investment Bond Lifeplan Education Bond FuneralPlan BondBond this financial year, you have to add the TTC for each withdrawal and use the combined figure in your Individual tax return. nd ive nd d h ive e h. drive tenant and investor engagement. 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. au/wealth 1 . Get in touch Email us Have a question? Send us an email. An Education Bond is a dedicated, tax effective investment for education, but can also be used for other purposes. About Australian Unity Established in 1840, Australian Unity is a member-owned wellbeing company with more than 385,000 members and. Call 1300 160 170. 00pm and weekends 8. 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. Most respondents were aged 30-49, in married or de facto relationships and from all states. 2019 . 237989 GPO Box 89 Adelaide SA 5001 T (Adviser) 1300 133 285 | F 1800 804 890 E [email protected]/wealth F 1800. [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). com. New home loan rates. au E investmentbonds@australianunity. au Cont Australian nity 11 Alert Road Sout elourne I 3205 australianunity. 32. a first home buyer deposit. 338 Following. Investor home We story In the community Our company Careers News & communications. Futurity Education Bond Range. 41%. 29 Jun 2022. Education bonds are a tax-effective hybrid between an investment product and a life insurance policy. Tweets. Basic expenses can include tuition, uniforms and books. 1355. A number of those tasks may relate to family or a relative’s finances and the estate, from dealing with their bank and paying for the funeral to working through. Average of peers (619) NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. 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. au W australianunity. over the period of the funeral bond. Each document is a guide only and should not be relied upon as taxation advice. These changes affected the maximum total contributions and the living allowance, per student or child. Register now. You must consider the PDS which contains important information about investing in the Lifeplan Education Bond before completing this Application Form. Australian Unity Bank has detected a number of unauthorised attempts to access online banking accounts. We call these “agreement private hospitals”. The PDS can be found via our 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. High Growth Bond $, , . 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. In our continuing efforts to care for the environment, we encourage you to receive notices of general meetings and our annual report via email. Australian Unity Bonds are debt instruments issued by Australian Unity Limited pursuant to the Base Prospectus and an Offer Specific Prospectus. 30am - 5:30pm AEST. Understanding the basics of investing is the first step in your wealth-creation journey. Click on 'settings' then 'change password'. A really great educational journey can go outside a traditional. 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. 84% National Australia Bank Ltd NCD 3. Australian Unity delivers $1. au 111 Gawler Place, Adelaide SA 5000 T 1300 1300 38 T 1300 133 285 W australianunity. These bonds can be purchased through designated institutions where the products are regulated by APRA and the Life Act. 34. It is not intended to be presented to or used by retail investors. 5%: Australian Unity: Lifeplan Investment Bond, Lifeplan Education Bond, Lifeplan Funeral Bond: Lifeplan Advance Balanced: 2. 80% Woodside Petroleum 2. Funeral Plan Management Pty Ltd ABN 30 003 769 640 is a wholly owned subsidiary of Lifeplan Australia Friendly Society Limited ABN 78. 1 billion. Register now. Our team of lawyers, accountants, administrators and client managers are highly. 2013 - 2017. Learn more. A tax-effective way to save for a child’s education. Education benefit (the sum of the Earnings Account and Education Tax Benefit)Lifeplan Australia Friendly Society Limited ABN 78 087 649 492, AFS Licence No. Flexible investment options to suit your needs. Adnan Glinac, an Australian Unity executive general manager, says a parent starting an education savings policy with a balance of $20,000 when their child is 15 who makes additional payments of. com. Enquiries: Australian Unity Registry 1300 554 474 . Alternatively, our Individual Education Bonds allow you to tailor separate investments for each beneficiary. Email: australianunitywealth@unitregistry. Insert the name, address and occupation (or alternatively,The Lifeplan Education Investment Fund can be used for a lifetime of education – primary (including pre-school), secondary, tertiary (including TAFE) and special needs education, in Australia and overseas. As a co-founder and CIO for Altius, Bill launched the first local Sustainable Bond Fund in 2014, the first Sustainable Enhanced Cash Fund in 2018 and Australia’s first Green Bond Fund backed by cornerstone investments from Clean Energy Finance Corporation (CEFC) and clients of Crestone Wealth Management. You don't need to declare on going earnings in your annual tax return. 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. 1009 1011. com. Lifeplan is part of the Australian Unity group. Australian Unity Bonds Series C's (AYUHC) share price movement is 1% when compared to 7 days ago and is -0. It can be for yourself but most people use an Education Bond to invest in the future of their children or grandchildren. com. About us. However, AULOur expertise. 10Invest is all about establishing a long-term plan. When certifying documents, the approved certifier will need to sign this form PDF - 86. au Cont Australian nity 11 Alert Road Sout elourne I 3205 australianunity. Wellbeing company Australian Unity has been recognised at the Reader’s Digest Quality Service Awards, winning Gold in the categories of Home Care Services Victoria/Tasmania and Aged Care and Retirement Villages. au E [email protected] Bonds are a tax effective investment Ahead of the pack for tax-effective education investing Futurity Education Bonds are a smart tax-effective choice, offering. The LEB PDS was primarily updated to align our fees and other costs disclosure with requirements set out in Australian Securities and Investments Commission Regulatory Guide 97 (Disclosing fees and costs in PDS andLifeplan Education Bond Weekly Unit Price Update Contact us Investor Services Adviser Services A Australian Unity E [email protected]/wealth 1 . Established in 1840, Australian Unity is Australia’s first member-owned wellbeing company, delivering health, wealth and care services. Superannuation and retirement planning. 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. Australian Unity Lifeplan Investment Bond; AMP Growth Bond; Note: these products are not researched by Morningstar or in any way endorsed by them. 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. com. 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. 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. auwealthThis Policy sets out how Australian Unity1 handles your personal information. About Australian Unity and Lifeplan Lifeplan is a market leader in tax effective investment products, with $2. complementing your super. 5 per cent. (‘Lifeplan’), a wholly owned subsidiary of Australian Unity Limited ABN 23 087 648 888. 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 FaxA term deposit is great if you’re looking for a low risk, predictable savings option. 30 billion (as at 30 June 2022) in funds under management (FUM) in education, investment and funeral bonds. Contents KeyInvest Life Events Bond, KeyInvest Funeral Bond: Diversified Growth: 2. A flexible and competitive scholarship plan with potential tax benefits additionally features designed particularly to maximise education savings. 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. DomaCom 4/27 Crombie Avenue Bundall QLD 4217 Australia. 63 billion in community and social value across its health, wealth and care portfolio-an increase from last year’s $1. Target Market Determination – Funeral Bond Legal disclaimer A Target Market Determination (TMD) is required under section 994B of the Corporations Act. Low Rate Visa Credit Card Application Form PDF - 1. com. 3. 5. 11 September 2023. You pay income tax on the reduced salary amount only. Description. 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. Beneficial owner information form. 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. Australian Unity 271 Spring Street Melbourne VIC 3000 Investor Services enquiries@australianunity. Extracurricular activities include clubs, drama, sports, music or art activities. com. 1300 133 285. A basic daily care fee. 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. super and retirement planning. In the case of a $10,000 investment achieving a. Suncorp’s bond was also floating rate. Australian Unity Limited 2022 Results of AGM – 26 October 2022. Declaration and Signature of Plan Sponsor or Student 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 extra home loan repayments. Email us. gov. Declaration and Signature(s) of Plan Sponsor or Student. An Education Bond is a tax-effective investment product designed to help meet the cost of education. Lifeplan has total funds unde r management and administration of $1. Welcome to Our Impact 2023. (Please refer to the Non-Education Claim notes located on the next page. 5. Loan to value ratio (max. 37% Australia and New Zealand Banking NCD 3. com. You can start with as little as $1,000 with an ongoing savings plan of $200 per month or. We have helped tens of thousands of Australians manage their affairs. 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. Australian Unity acknowledges the traditional owners of the lands and waters of Australia. 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. For further information, please contact: Michael Csavas. 2019 Australian Unity Education Savings Fund (Lifeplan Education Bond) 11. Visit our Company performance page for information about Members’ meetings, financial results and to view the latest. bonds, education bonds and funeral bonds. Money invested in an education bond is pooled with. In 2022, Australian Unity launched its Stretch Reconciliation Action Plan (RAP). 2023 for the Lifeplan Education Bond which is a product issued by Lifeplan Australia Friendly Society Limited ABN 78 087 649 492, AFS Licence No. About Australian Unity. Additional deposit and regular savings plan form. 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. 30am to 5. Note it must be 8 characters in length and contain lower and upper case characters as well as special characters. au About Australian Unity Established in 1840, Australian Unity is a member-owned wellbeing company with more than 385,000 members and. This rating is the highest long-term rating in the intermediate category of creditworthiness on the rating scale of. We’ve been helping Australians grow and manage their money for decades. 111 Gawler Place, Adelaide SA 5000 . 90% p. com. Our focus is to continue to prioritise the delivery of high-quality dental care for our patients and health insurance members. 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. Resources for all Australians. Lifeplan Australia Friendly Society Limited ABN 78 087 649 492, AFS License No. vn synthesis and compilation. Investment bond death claim discharge form. Established in 1840, Australian Unity is. Learn about what it means to be a Member of Australian Unity. The Australian Unity Childcare Property Fund focuses on the delivery of stable secure income, capital growth and social impact via a long-term investment in childcare real estate. The Fund also covers education programs for children with. In the case of a $10,000 investment achieving a. Investment Bonds Portal Forgotten password If you have forgotten your password, please enter your username below and we’ll send you a link that will allow you to. 237989 GPO Box 89 Adelaide SA 5001 T (Adviser) 1300 133 285 | F 1800 804 890 E [email protected]% when compared to 7 days ago and is -1. 4. 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. au E investmentbonds@australianunity. A. 98% below AYUHC's 52-week high of $102. Who we are. 00 percent and. Fees and Costs Update: Lifeplan Education Bond . com. Personal Loan Application Form PDF - 865. Australian Unity and Lifeplan Lifeplan Australia Friendly Society Limited (Lifeplan) is a market leader in tax effective investment products, with $2. The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group. Email: [email protected] constitutes a movement of $0. au E investmentbonds@australianunity. 41 billion (as at 31 December 2020) in funds under management (FUM) in education, investment and funeral bonds. The Bond is about establishing a long-term plan for investing. au/wealth F 1800. au/wealth F 1800. Australian Unity has agreements with more than 500 private hospitals and day surgeries across Australia. 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. Tax Nil Bond Tax Rules Not available Not applicable . 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. 27/07/12. Find out more. 4 KB. Lifeplan Investment Bond Application Form 2Fees Comparison. 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. INCEPTION DATE. A financial asset is anything that has the ability to make money – think shares, property or term deposits. Information provided here is indicative only. 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. com. com. Likes. Real Asset Management is the Investment Manager of the benefit funds within the plan. 3-year pa-3. 1300 997 774.