"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: #. This includes a social impact total of $1. 30am to 5. The Platinum Investment Bond (Bond) is an investment vehicle that offers potential tax advantages not available through many other savings and investment products. 234455. 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. 338 Following. 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. 0. Extracurricular activities include clubs, drama, sports, music or art activities. Interest Rate. com. About this Product Disclosure Statement (‘PDS’) The Lifeplan Education Bond (‘Fund’) is an investment product issued by Lifeplan. Lifeplan Education Bond Issued y ifeplan ustralia riendl Societ imited (Lifeplan) BN 8 4 492 FS icence No. 97 billion as at 30 June 2016. Australia australianunity. Funds Management. Tags: Media. com. 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. Our focus is to continue to prioritise the delivery of high-quality dental care for our patients and health insurance members. 4. Australian Unity’s Home Health CEO Prue Bowden said the company was proud to be winners at. 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. com. au 111 Gawler Place, Adelaide SA 5000 T 1300 1300 38 T 1300 133 285 W australianunity. 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. 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. If you’re interested in joining a supportive team and making a positive impact in your role, we want to hear from you. When it comes to growing your money, we believe taking a proactive approach is the way to go. ** Available only for Wholesale clients. Company profile page for Australian Unity Investment Bonds Ltd including stock price, company news, press releases, executives, board members, and contact informationCare and connection. It specialises in the non-government education and community sectors, working with around 11,000 employers and managing over $12 billion in super savings. Extracurricular activities include clubs, drama, sports, music or art activities. The RAM Education Investment Plan operates as a Scholarship Plan in accordance with the Income Tax Assessment Act 1997. This corporation was registered on 1993-09-22 and was issued with the 087648888 ACN. About us. Building strong and respectful relationships. 4 The Total Return is the sum of the Bonus rate allocated and the Funeral Bond Tax Benefit for the period being shown. com. 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. August 2021 (applies to the PDS dated after 1 May 2012) Lifeplan Education Bond Performance Update AS AT 31/08/21. risk insurance. 5. 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. When certifying documents, the approved certifier will need to sign this form PDF - 86. au 1300 1300 38 Phone: +61 3 9616 8687 or 1300 997 774 Mon – Fri, 8:30am – 5:30pm AEST. 237989 (‘Lifeplan’) is a leading provider of tax effective investment products, such as investment bonds, education bonds and funeral bonds. Lifeplan Australia Friendly Society Ltd. 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. 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. 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. 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. About Australian Unity. au. Australian Unity and Lifeplan Lifeplan Australia Friendly Society Limited (Lifeplan) is a market leader in tax effective investment products, with $2. Australian Unity’s Group Managing Director, Rohan Mead said the Group was proud to play a significant role as a mutual organisation in identifying and investing in key and in. to 4. A basic daily care fee. 1300 997 774. over the period of the funeral bond. 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. 237989 (‘Lifeplan’) is a leading provider of tax effective investment products, such as investment bonds, education bonds and funeral bonds. 18%. The Fund also covers education programs for children with. AUIBL is a wholly owned subsidiary of Australian Unity Limited (AUL) ABN 23 087 648 888 and is a member of the Australian Unity Group of companies. Australian Unity E [email protected] - 4. Description. com. AFS License number 237989, a wholly owned subsidiary of Australian Unity Limited ABN 23 087 648 888 1 . au. a robust and client-focused investment philosophy. Email: [email protected] constitutes a movement of $0. INCEPTION DATE. Contact us Investor Services Adviser Services Australian Unity E enquiries@australianunity. To unlock your access, please call us on 1300 790 740 Monday to Friday. Peers. T . Australian Unity Education Savings Plan 14. This guide hasLoading. Australian Unity's subsidiary Lifeplan Friendly Society will take over Insignia's investment bond business, which operates under IOOF Ltd, valued at $1. The Individual Education Bond allows you to tailor separately invested, managed, and accounted for Bonds for individual Education Beneficiaries. 1300 1300 38. 80% Woodside Petroleum 2. au E [email protected] the performance of your investment return over time or check how your investment has performed during a period. IT requirements include computers, notebooks, iPad, phones and other technology required by the student. Investments made will be in accordance with the following parameters: Asset allocation ranges (with benchmarks in brackets): international shares 0-10%. Help & user. Memorandum of transfer form. It is Australia’s first fully electric private hospital, with a five-star Green Star rating. To invest in a diversified portfolio of shares, fixed interest, mortgages and cash. The Fund is an unlisted property fund that owns properties across Australia, diversified across convenience retail, office and industrial sectors. AUSTRALIAN UNITY INVESTMENT BONDS PTY LTD Company Profile | South Melbourne, VICTORIA, Australia | Competitors, Financials & Contacts - Dun & BradstreetDiscover. au 4. a. This section includes the Target Market Determinations for products issued by Australian Unity Wealth and Investments. Right now, we’re recruiting for a range of allied health roles to support our customers in the community. • The Lifeplan Education Investment Fund PDS dated 1 May 2012 (and SPDS dated 22 October 2012 and 20 March 2014) is FoFA. com. 593. au. Lifeplan Investment Bond as low as rm25 at Australian Unity Ends Dec 2, 2023 Get Deal Featured Coupons. 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. 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. Lifeplan has total funds under management and administration of $2. Email: australianunitywealth@unitregistry. Getting to know customers’ preferences is inherent to a care workers role. The balance is based on the most recently available unit price/s for your investment option/s, at the time it is displayed. These changes affected the maximum total contributions and the living allowance, per student or child. The investment bond business is considered “adjacent” to Insignia Financial’s core strategic priorities, while IOOF Ltd’s policy holders are expected to benefit from joining Australian Unity. au 1300. Head to ‘Make a claim’ and select ‘Medical services’. * If you have a FuneralPlan Bond and have assigned ownership to your funeral director you will not have access to this portal. com. For information on your Bond, please call your funeral director directly. au is issued by The Hollard Insurance Company Pty Ltd ABN 78 090 584 473, AFSL 241436, is arranged and administered by PetSure (Australia) Pty Ltd ABN 95 075 949 923, AFSL 420183 (PetSure) is promoted by PetSure’s Authorised Representative (AR) Pet Insurance Pty Ltd ABN 38 607 160 930, AR 1234944 and distributed by. You don't need to declare on going earnings in your annual tax return. 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. au Rowville: rdc@australianunity. About Australian Unity. safeguarding your wealth transfer. com. The portfolio is currently valued at more than $30 million and includes six centres located in Queensland, Western Australia and Tasmania. Investment bonds . Email. Email us at: [email protected]. 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. au E investmentbonds@australia. 1300 133 285. com. Lifeplan Education Bond - AMP Capital Balance. It is not intended to be presented to or used by retail investors. 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. Lifeplan Australia Friendly Society Limited ABN 78 087 649 492 AFS License No. 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. Information for investors – company performance, leadership and corporate governance. A tax-effective way to save for a child’s education. A Australian Unity E enquiries@australianunity. Other providers of education bonds in Australia include Australian Unity and Futurity Investment Group. com. You can withdraw your. 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. au 1300 1300 38 We have full discretion to determine approved courses and education expenses covered by the Plan. 00pm and weekends 8. au . Education benefit (the sum of the Earnings Account and Education Tax Benefit)Lifeplan Education Bond Australian Unity. Construction of the hospital commenced in April 2021. 15% p. 25%. In 2022, Australian Unity launched its Stretch Reconciliation Action Plan (RAP). 237989 (‘Lifeplan’) is a leading provider of tax effective investment products, such as investment bonds, education bonds and funeral bonds. Home loan variable interest rates for new and existing. 2bn in funds under management. Call on 1300 790 740 Prefer to chat? Call us Mon - Fri 8. 237989 (‘Lifeplan’) is a leading provider of tax effective investment products such as investment, education bonds and funeral bonds. Kids Saver Account Application Form PDF - 949. Direct Debit Form Return by post Send completed form together with relevant identification documents. Contact us Submit an enquiry FAQs. Detail: Visit URL An Education Bond is a tax-effective investment product designed to help meet the cost of education. 34. Investment, education and funeral bonds. 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. 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. 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. [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). An Education Bond is a dedicated, tax effective investment for education, but can also be used for other purposes. 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. 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. The funds are to be raised through an issue of five-year debt securities on the Australian Securities Exchange (ASX). -ENDS- Media contact: T: 1300 408 776 E: media@australianunity. au 1300 1300 38 10093 LIF0162AU Australian Unity Wholesale Deposits Open Daily. 45% of the entire amount of eligible income. 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. The development will comprise a two-level building for mixed use with retail accommodation. g. au 111 Gawler Place, Adelaide SA 5000 T 1300 1300 38 T 1300 133 285 W australianunity. 01 billion, our financial strength and capital reserves enable us to meet our long-term commitments to members through all investment cycles. 25 or 0. 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. You should check your fund manager or adviser statements to find out. We call these “agreement private hospitals”. com. au/wealt Ivest Services enquiriesaustralianunit. 10Invest is all about establishing a long-term plan. An investment bond is known as a ‘tax paid’ investment. Offering all the features of an Investment Bond, an Education Bond also has special Education Tax. gov. Document Certifiers List and Form. com. 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). 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. Australian Unity Investment bonds Reply Paid 9 delaide S 001. 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. It is a simple investment solution that holds a growth portfolio of assets. gov. E: media@australianunity. We trace our origins back to a pub in Melbourne, where a group of eight people formed a friendly society to look after the health and wellbeing of its members. However, AULOur expertise. 30am - 5:30pm AEST. com. Established in 1840, Australian Unity is a member-owned wellbeing company with more than 385,000 members 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. education (including TAFE) and special needs education, in Australia and overseas. Full Year Investor Update Invitation - 30 August 2021. 61 constitutes a movement of $0. At current tax rates, this credit can be worth up to $30 for every $70 of withdrawn earnings. 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. Education. 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. We have helped tens of thousands of Australians manage their affairs. It can be for yourself but most people use an Education Bond to invest in the future of their children or grandchildren. com. com. 30 billion as at 30 June 2022. Real Asset Management is the Investment Manager of the benefit funds within the plan. auwealthThis Policy sets out how Australian Unity1 handles your personal information. Let us know how you'd like to receive these communications from Australian Unity. Australian Unity Bonds Series D's (AYUHD) share price movement is -0. Overseas interest rate hikes could hit Aussie investment market. Australian Unity’s Tweets. Education bonds are a type of long term investment vehicle that cover the expenses for primary, secondary, and post secondary education, including training. Phone us on 1300 790 740 we’re here Monday to Friday – 8. gov. 1003. About Australian Unity and Lifeplan Lifeplan is a market leader in tax effective investment products, with $2. Call 1300 160 170. com. 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. 237994, 271 Spring St, Melbourne, Victoria 3000. “We plan to defer the implementation of the 2023 premium increase by seven months from 1 April 2023 to 1 November 2023,” Ms Windsor. 21. au/wealth F 1800. Lifeplan is part of the Australian Unity group. au W australianunity. 30pm AEST. au 13 29 39 03 8682 5057 Adviser Services investments@australianunity. Please use BLOCK letters and a black or blue pen. Along the way we pay tax to the ATO on your investment earnings at 30% company. These are outlined below. com. We offer a comprehensive and innovative suite of funds and services that have a dual outcome focus. 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. au T 1300 1300 38 Adviser. The flexibility of our Education Bonds allow you to access your funds at any time, and can be used for more than education. Lifeplan Australia Friendly Society Limited ABN 78 087 649 492, AFS Licence No. These bonds can be purchased through designated. 61% National Australia Bank 2. nd ive nd d h ive e h. In FY22, the Australian Unity’s $3. 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. The person who administers an estate is called an executor. General Manager of Australian Unity Financial Advice & Personal Financial Services. 3-year pa-3. au or call 1300 1300 38. 1003. This SPDS is issued by Lifeplan Australia Friendly Society Limited (‘Lifeplan’), ABN 78 087 649 492,10060 LIF0109AU Australian Unity Property Income Open Daily. 111 Gawler Place, Adelaide SA 5000 T 1300 1300 38 T 1300 133 285 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 k Investing in an Education Bond can be a tax-effective way to save for a child’s education. (‘Lifeplan’), a wholly owned subsidiary of Australian Unity Limited ABN 23 087 648 888. Australian Unity Limited ACN 087 648 888 . The Bond is about establishing a long-term plan for investing. investing for a child’s future. 9%: Centuria : Centuria Investment Bond: Growth Bond Fund: 1. au/wealth F 1800. 63 billion in community and social value across its health, wealth and care portfolio-an increase from last year’s $1. 8 billion Healthcare Property Trust. Tags: Media. 34. AS AT 30/09/22. We are a leader in the investment bonds sector with combined funds under management of over $3. 5bn and 175,000 members and customers. Australian 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. 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. 2bn in funds under management. Investing for a child’s education through the Fund is simple, easy and tax effective. T: 0400 567 937. 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. 07 October 2022. 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. bonds, education bonds and funeral bonds. au. It can be for yourself but most people use an Education Bond to invest in the future of their children or grandchildren. Title: 22149 LifeplanEasyClaim:12386 Lifeplan 9. If you have any questions relating to what education expenses can be claimed, please call our Investor Services Team on 1300 1300 38. 2. 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. a. Call 1300 160 170. 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. Futurity EdSaver is an Education Bond, which is a savings and investment product designed specifically to meet the costs of education. As the ATO explains, the process for salary sacrificing looks something like this: Your employer pays you a reduced salary or wages. 25% p. Of Australia NCD 4. Watching the performance of your investment return over time or check how your investment has performed during a period. See more content at Australia by website daotaonec. au About Australian Unity Established in 1840, Australian Unity is a member-owned wellbeing company with more than 385,000 members and. Hello All. 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. au. au/wealth Investor Services enquiriesaustralianunity. Useful information and content for Australian Unity advisers and partners. 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. Direct debit request form. Australian Unity and Lifeplan Lifeplan Australia Friendly Society Limited (Lifeplan) is a market leader in tax effective investment products, with $2. We’ve been helping Australians grow and manage their money for decades. 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. Australian Unity E [email protected] customers like you. Happy Grandparents Day! What a great opportunity to recognise the essential role many grandparents play in the day-to-day life of Australian families. INCEPTION DATE. A diverse caseload. 10096 LIF0706AU PIMCO Australian Bond Fund Open Daily Investment option list 29 March 2023. 1005 1010. Supplementary Product Disclosure Statement 1 June 2023 . 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. 1009 1011. 30 billion (as at 30 June 2022) in Funds Under Management (FUM) in education, investment and funeral bonds. Fees and Costs Update: Lifeplan Education Bond . complementing your super. It is supported by committees. 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. 2bn in funds under management. Fixed Interest Rate Lock Application Form PDF - 538. The Pro-D High Growth Fund holds a diversified portfolio of investments across major asset classes. Read more & Learn about contribution limits. 10Invest is a simple, online, low cost investment bond that offers tax effectiveness not available through traditional savings and investment products. au australianunity. This section includes the Target Market Determinations for products issued by Australian Unity Wealth and Investments. Australian Unity Bank Limited is covered by the Australian Government guarantee on deposits, for more information please view our page. com. Education Bonds are investment-linked life. E. 13 29 39Australian nity - Investment bonds eply Paid 9 Adelaide SA 001 (no stamp required if mailed in Australia) If posting from outside of Australia, please send to Head Office: 271 Spring Street elbourne IC 3000. 49 per share and was paid on 15 Dec 2020. The CEFC congratulates Australian Unity on securing its first industry superannuation fund investment into the Australian Unity Green Bond Fund. -ENDS-. 2 billion, including the Robina Private Hospital on the Gold Coast, where approval has been granted for the next. Australian Unity Wealth | 3,517 followers on LinkedIn. com. Interest Rate. 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. 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. 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. A flexible and competitive scholarship plan with potential tax benefits additionally features designed particularly to maximise education savings. Declaration and Signature(s) of Plan Sponsor or Student. 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. 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. A. 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 (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. Trustee services are not only for the wealthy. 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. com. 237989. Established in 1840, Australian Unity is. Lifeplan Education Bond . au/wealth 1 . On 1 October 2019 the contribution limits changed for the Lifeplan Education Bond (Australian Unity Education Savings Fund). Replies. 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. Ask us Submit an query FAQs.