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. Commonwealth Bank Education avings Plan. Australian Unity - Capital Guaranteed Funeral Bond - Managed Fund. 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. The Australian Unity Green Bond Fund invests in a combination of green, social and sustainable fixed interest securities with the primary. Email enquiries@australianunity. com. A large range of investment options to choose from with the ability to switch between options without personal tax consequences. The Fund is an unlisted property fund that owns properties across Australia, diversified across convenience retail, office and industrial sectors. Education Bonds are investment-linked life. Lifeplan Education Bond . Supplementary Product Disclosure Statement 1 June 2023 . Tax-effective. 2019 . Learn more &. au. Futurity Education Bond Range. Altius Green Bond Fund Altius Sustainable Bond FundEach Bond has a Face Value of $100. Lifeplan is part of the Australian Unity Group. To change your details, manage your holding and update your communication preferences log on to Link Investor centre or call 1300 554 474. 25 November 2021Tertiary course fees are based upon an average cost across claims experience over the period 1 July 2014 to 30 June 2016. For information on your Bond, please call your funeral director directly. 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. com. Money invested in an education bond is pooled with. The information on this webpage is general information only and is not based on the objectives, financial situation or needs of any particular investor. com. au. 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. For performance and unit price for investment, education and funeral bonds closed to new investors, click here . ×Sorry to interrupt. A term deposit provides certainty around the interest you will receive. Lifeplan Australia Friendly Society Ltd. 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. Education. The Individual Education Bond allows you to tailor separately invested, managed, and accounted for Bonds for individual Education Beneficiaries. * If you have a FuneralPlan Bond and have assigned ownership to your funeral director you will not have access to this portal. 34. how you can ask us to correct your information or make a complaint about how we have managed your information. 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. (‘Lifeplan’), a wholly owned subsidiary of Australian Unity Limited ABN 23 087 648 888. Estate administration refers to paying debts and taxes and distributing assets to the beneficiaries as specified in a will. High Growth Bond $, , . 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. au or call 1300 1300 38. Given their kids are still relatively young, this fund’s time horizon is appropriate to help them save towards the kids’ education. 338 Following. To provide investors with a means of providing funds towards the cost of their funeral in a tax advantaged environment. 80% Woodside Petroleum 2. Read more here. This covers day-to-day living costs such as meals, laundry cleaning and power. Basic expenses can include tuition, uniforms and books. 1005 1010. 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. ABN 78 087 649 492 AFSL 237989 Return by Post to: Reply Paid 89 Lifeplan Funds ManagementPetinsurance. 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. Read more & Learn about contribution limits. Refundable Accommodation Deposit (RAD) A lump sum paid as you enter your residence or within six months of entry. 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. 19/07/12 18/07/12. Performance charts for Australian Unity Capital Guaranteed Funeral Bond - Untaxed Fund (AUS0305) including intraday, historical and comparison charts, technical analysis and trend lines. Phone: +61 3 9616 8687 or 1300 997 774 Mon – Fri, 8:30am – 5:30pm AEST. Means-tested care fee. 00am - 6. About this Product Disclosure Statement (‘PDS’) The Lifeplan Education Bond (‘Fund’) is an investment product issued by Lifeplan. com. Company profile page for Australian Unity Investment Bonds Ltd including stock price, company news, press releases, executives, board members, and contact informationCare and connection. Click on 'get sms OTP' to get your sms one time password. 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. Resources for all Australians. Tags: Media. We call these “agreement private hospitals”. com. Appointment of Chair and Deputy Chair – 26 October 2022. 00pm and weekends 8. com. Australian Unity Lifeplan Investment Bond; AMP Growth Bond; Note: these products are not researched by Morningstar or in any way endorsed by them. Investments Insurance Financial advice Trustee services. Call us. Flexishield. 34. Our Target Market Determination services provide a detailed understanding of your product's target audience and the necessary conditions for. au W australianunity. au Contact us Australian nity 271 Spring Street elourne I 000 australianunity. com. drive tenant and investor engagement. Description. It explains: how and why we collect, use, hold and disclose your personal information. 2bn in funds under management. Lifeplan Education Bond . a. See more content at Australia by website daotaonec. Call customer care. Education bonds an investment in a smarter future: Foresters. 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. 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. Find answers to any questions you may have about Australian Unity Membership and benefits. Lifeplan Australia Friendly Society Limited ABN 78 087 649 492 AFS License No. 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. au E investmentbonds@australianunity. Call 1300 160 170. au |W australianunity. Education bonds are a tax-effective hybrid between an investment product and a life insurance policy. 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. Direct debit request form. com. No fees on establishment, contribution, withdrawal or exit. 1300 1300 38. com. About this Product Disclosure Statement (‘PDS’) The Lifeplan Education Bond (‘Fund’) is an investment product issued by Lifeplan. 49 per share and was paid on 15 Dec 2020. au E investmentbonds@australianunity. com. 2019 Australian Unity Education Savings Fund (Lifeplan Education Bond) 11. 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 as agent for the insurer, Allianz Australia Insurance Limited ABN 15 000 122 850 AFSL No 234708 (Allianz). com. a. Education Savings Plan – Short Term Portfolio $, . 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. 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. au E investmentbonds@australianunity. 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. We are a leader in the investment bonds sector with combined funds under management of over $3. Lifeplan Investment Bond Application Form 2Fees Comparison. 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. A tax-effective way to save for a child’s education. 11 September 2023. 45% of the entire amount of eligible income. 37% Australia and New Zealand Banking NCD 3. About Australian Unity and Lifeplan Lifeplan is a market leader in tax effective investment products, with $2. au. Regular withdrawal request form. No fees on establishment, contribution, withdrawal or exit. Tax-effective. I had a representative from the Australian Scholarship Group pay me a visit and ran me through the in's and outs of the program. It is supported by committees. 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. Changes to contribution and living allowance limits . 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. Email us. . 07 October 2022. Ability to automatically increase your contribution levels each year. 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. au/wealth Investor Services enquiriesaustralianunity. Contact us Investor Services Adviser Services Australian Unity E enquiries@australianunity. They are uniquely designed for parents and grandparents to help them achieve financial self. Direct debit request form. Read more >. We’ve been helping Australians grow and manage their money for decades. Established in 1840, Australian Unity is. Lifeplan has total funds under management and administration of $2. A financial asset is anything that has the ability to make money – think shares, property or term deposits. Lifeplan Australia Friendly Society Limited ABN 787 087 649 492 AFS License No. We’ve been doing this for over 180 years. Write to us: Australian Unity Bank Limited - Reply Paid 1801, Melbourne VIC 3001. bankruptcy protection. Australian Unity delivers $1. For Australian Unity Bank customers, please call 1300 790 740 during business hours (Monday to Friday from 8. education (including TAFE) and special needs education, in Australia and overseas. au 111 Gawler Place, Adelaide SA 5000 T 1300 1300 38 T 1300 133 285 W australianunity. “Australian Unity’s vision is to lead the adoption of responsible practices across the industries we operate in, supporting a sustainable future where more Australians benefit. Product issuer and finance. best of breed licensee services. 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. 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. September 2022 (applies to the PDS dated after 1 May 2012) Lifeplan Education Bond Performance Update. Can invest a single amount or can choose to add to your initial investment each year. 30am to 5. 00am - 4. au E investmentbonds@australianunity. You can withdraw your. Australian Unity Limited 2022 Results of AGM – 26 October 2022. Monday to Friday - 8. 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. Other providers of education bonds in Australia include Australian Unity and Futurity Investment Group. The flexibility of our Education Bonds allow you to access your funds at any time, and can be used for more than education. 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. BetaShares Global Energy Companies ETF Currency Hedged. 00pm AEST . Trustee services are not only for the wealthy. It can be for yourself but most people use an Education Bond to invest in the future of their children or grandchildren. Investment and Education Bonds. 34. au/wealth F 1800. Useful information and content for Australian Unity advisers and partners. 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. 1 To earn the bonus interest rate, each month you must deposit $250 or more from a linked Australian Unity Transaction Account (deposit excludes any interest earned in the Active Saver account) and not make any withdrawals throughout the month. au 111 Gawler Place, Adelaide SA 5000 T 1300 1300 38 T 1300 133 285 W australianunity. 10Invest is all about establishing a long-term plan. The forecast internal rate of return for the SDA Fund is 9. 1 MB. com. we will work with you on compliance obligations. com. au About Australian Unity Established in 1840, Australian Unity is a member-owned wellbeing company with more than 385,000 members and. Membership. When it comes to growing your money, we believe taking a proactive approach is the way to go. com. 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. 237989 (‘Lifeplan’) is a leading provider of tax effective investment products, such as investment bonds, education bonds and funeral bonds. The tripartite deal between Fortnum and AZ Next Generation Advisory, announced earlier this week, to acquire the financial advice arm of Australian Unity is a “reasonable fit”, according to. Australian Unity are a leading provider of Aged Care Facilities, Retirement Living, Home Services and Aboriginal Home Care Services. Use our calculator to work out expenses at each education level and then use it to calculate savings needed to fund this education. au |W australianunity. Australian Unity - Investment Bonds, Reply Paid 3753 Melbourne IC 8060 (no tam equire f aile ustralia) If ostin fro outsid of ustralia leas en o: GPO Box 3 Melbourne IC 3001 4. Email: australianunitywealth@unitregistry. Can invest a single amount or can choose to add to your initial investment each year. au/wealth Contact us. If that’s the case, we want to hear from you. au 1300 1300 38 10093 LIF0162AU Australian Unity Wholesale Deposits Open Daily. 10096 LIF0706AU PIMCO Australian Bond Fund Open Daily Investment option list 29 March 2023. Login. How we work with you We currently work with many employers, serving 17,000 superannuation plan members throughout Australia. Australian Unity finalises Greengate purchase - 7 July 2021. Lifeplan is part of the Australian Unity group. 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. e nd h e ash. Memorandum of transfer form. 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. Investing in the Australian Unity PRO-D Balanced fund, as this is a diversified managed fund, as this is a diversified managed fund which provides stable income and some capital growth over the long term. au E [email protected] your communication preferences to receive annual reports and notification of general meetings. au Portals: Investor login Adviser login Post: GPO Box 804 Issued by: Lifeplan Australia Friendly Society Limited ABN 78 087 649 492, AFS Licence No. au 111 Gawler Place. Information provided here is indicative only. Investment bonds . Fixed Interest Rate Lock Application Form PDF - 538. Email: australianunitywealth@unitregistry. An investment bond is a unique tax-effective alternative to traditional savings and investment products. NGS is run only to. 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. au/wealth F 1800. com. The Series C Bonds have a fixed margin of 2. com. com. 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. Construction of the hospital commenced in April 2021. The fees for Residential Aged Care are based on your financial situation. Investment bonds can be used by parents, grandparents, family members or friends to create wealth on behalf of a child or children. Email us. With total assets of $1. 19/07/12 18/07/12. E: jesse@communicationscollective. As long-term, growth investments, Education Bonds can help parents and. Balances up to $500k are eligible to earn the bonus interest rate, however any balances above $500k. 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. Activities and Societies: Bond University Student Association, Society and Design Students' Association. a. Australian Unity is governed by its Board, which is predominantly composed of independent non-executive directors. Additional life insured nomination form. Supporting our customers, members and employees. education (including TAFE) and special needs education, in Australia and overseas. (This is your standard salary, less the amount you are contributing to your super). com. 2019 Capital Guaranteed Deferred Annuity : 27. au Portals: Investor login Adviser login Post: GPO Box 804 Melbourne VIC 3001 . Extra 20% Off All Plans. You don't need to declare on going earnings in your annual tax return. over the period of the funeral bond. About Australian Unity. au 1300 1300 38 We have full discretion to determine approved courses and education expenses covered by the Plan. Ask us Submit an query FAQs. Australian Unity Wealth | 3,517 followers on LinkedIn. Email: [email protected] constitutes a movement of $0. au/wealth F 1800. -ENDS- Media contact: T: 1300 408 776 E: media@australianunity. It is Australia’s first fully electric private hospital, with a five-star Green Star rating. com. Read more & Learn about contribution limits. 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. com. Our security measures identified this suspicious activity and in response, we have locked some of our members’ internet banking access for their safety. It is not intended to be presented to or used by retail investors. To change your details, manage your holding and update your communication preferences log on to Link Investor centre or call 1300 554 474. Tweets. Interest Rate. au E investmentbonds@australianunity. Futurity Education Bond Range. This SPDS is issued by Lifeplan Australia Friendly Society Limited (‘Lifeplan’), ABN 78 087 649 492,10060 LIF0109AU Australian Unity Property Income Open Daily. 10093 Australian Unity Wholesale Deposits LIF0162AU Open Daily 10109 Bennelong ex-20 Australian Equities Fund LIF6773AU Open Daily. Money invested in an education bond is pooled with other investors and invested in assets. Wellbeing company Australian Unity today released its third impact report, Our Impact 2023, detailing its performance against environment, social and governance (ESG) criteria. com. Melbourne, Wednesday 30 November 2022. 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. AS AT 30/09/22. These are outlined below. 30 billion as at 30 June 2022. 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. We offer a comprehensive and innovative suite of funds and services that have a dual outcome focus. 61 constitutes a movement of $0. Established in 1840, Australian Unity is Australia’s first member-ownedDeep and diverse expertise. University Achievements: - Bond University Vice Chancellor’s Scholarship (2012) - Placed on the Dean’s List for Academic Excellence (Semester 1, 2013) - First in Class. INCEPTION DATE. AUSTRALIAN UNITY INVESTMENT BONDS PTY LTD Company Profile | South Melbourne, VICTORIA, Australia | Competitors, Financials & Contacts - Dun & BradstreetDiscover. 1300 133 285. Investing for a child’s education through the Fund is simple, easy and tax effective. 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/wealth Investor Services enquiriesaustralianunity. Find additional tools, resources, articles and case studies on our Resources page to hep you on your financial wellbeing journey. Regular withdrawal request form. com. Direct Debit Form Return by post Send completed form together with relevant identification documents. A basic daily care fee. Our range of health, wealth and care products and services provides member, customer and community value that is supportive of personal and community wellbeing. Watching the performance of your investment return over time or check how your investment has performed during a period. Help & user. 43, Australian Unity Bonds Series D's (AYUHD) current share price of $100. T: 0400 567 937. com. Thanks for. * If you have a FuneralPlan Bond and have assigned ownership to your funeral director you will not have access to this portal. 1004. 91% Woodside Petroleum 1. NorthWest Healthcare Properties raised its bid to $2. com. 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. Visit our Company performance page for information about Members’ meetings, financial results and to view the latest. In the case of a $10,000 investment achieving a. 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. The Bond is about establishing a long-term plan for investing. Bachelor of Arts - BA/ Bachelor of Laws - LLB, Honours. David Clarke Business Development Manager -. Download the Tax Guide which is appropriate for your investment type: Download the 2023 Tax Guide for your AMMA Statement. Product: Lifeplan Education Bond Lifeplan Option Number Investment Option Name. Call customer care. 1015. Australian Unity's subsidiary Lifeplan Friendly Society will take over Insignia's investment bond business, which operates under IOOF Ltd, valued at $1. Lifeplan Education Bond Weekly Unit Price Update Contact us Investor Services Adviser Services A Australian Unity E enquiries@australianunity. We’ve been doing this for over 180 years. 237989 (‘Lifeplan’) is a leading provider of tax effective investment products such as investment, education bonds and funeral bonds. Our focus is to continue to prioritise the delivery of high-quality dental care for our patients and health insurance members. The portfolio is currently valued at more than $30 million and includes six centres located in Queensland, Western Australia and Tasmania. au/wealth F 1800. 4. -ENDS-. Extracurricular activities include clubs, drama, sports, music or art activities. 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. com. com. Superannuation and retirement planning. Investing for a child’s education through the Lifeplan Education Investment Fund is simple, easy and tax effective. 29 Jun 2022. 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. The value of each investor’s bond rises or falls with the performance of the underlying investments. au E [email protected] . % p. 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. Australian Unity Capital Secure Funeral Bond 2. au 4. 98% below AYUHC's 52-week high of $102. In 2022, Australian Unity launched its Stretch Reconciliation Action Plan (RAP). au/wealth F 1800. Find out the current estimated costs for public, private, and Catholic schools in Australia. 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. 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. Investment option list. Property information. 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. Personal Loan Application Form PDF - 865. 13 29 39 Lifeplan Australia Friendly Society Limited ABN 78 087 649 492, AFS Licence No. 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. Benchmark (RBA Bank accepted Bills 90 Days) Eureka Asset-backed Loan Fund. Phone us on 1300 790 740 we’re here Monday to Friday – 8. 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). The information in this document is general information only and is not based on the objectives, financial situation or needs of any particular investor. au. The benefit of an investment bond over an education bond is that you don’t need to specify use the money for education. 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. All codes are free and verified here!. calculator. 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. 00 percent and. 21. Below is a guide to help you understand which fees may apply to you. 32. Enter the code sent to your mobile then click 'next'. 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. com. ) 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,. Rewards of learning. With some forethought, you can relieve your family of any future financial burden of funeral expenses. 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. The Australian Unity security is the first issue of MCIs, a type of security made possible by a 2019 modification to the Corporations Act to provide a means for mutual entities like Australian Unity to raise permanent capital without compromising their member-owned status. 237989, as the issuer of the Lifeplan Education Bond. To unlock your access, please call us on 1300 790 740 Monday to Friday. Other providers of education bonds in Australia include Australian Unity and Futurity Investment Group. safeguarding your wealth transfer. Australian Unity Education Savings Plan 14. We have helped tens of thousands of Australians manage their affairs.