An Education Bond is a dedicated, tax effective investment for education, but can also be used for other purposes. Call on 1300 790 740 Prefer to chat? Call us Mon - Fri 8. a. Australian Unity - Capital Guaranteed Funeral Bond - Managed Fund. 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. Adnan joined Australian Unity in 2009. Education bonds an investment in a smarter future: Foresters. 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. Interest Rate. 10096 LIF0706AU PIMCO Australian Bond Fund Open Daily Investment option list 29 March 2023. 1005 1010. Lifeplan Investment Bond Product Disclosure Statement 21 October 2016 Issued by: Lifeplan Australia Friendly Society Limited ABN 78 087 649 492, AFS Licence No. Tax-effective. 593. 13 29 39. This SPDS is issued by Lifeplan Australia Friendly Society Limited (‘Lifeplan’), ABN 78 087 649 492,10060 LIF0109AU Australian Unity Property Income Open Daily. au 1300 1300 38 Phone: +61 3 9616 8687 or 1300 997 774 Mon – Fri, 8:30am – 5:30pm AEST. com. Head to ‘Make a claim’ and select ‘Medical services’. 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. au/wealth F 1800. 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. com. com. 34. The investment can then be transferred to the child/ren when they reach a specified age. au/wealtAustralian Unity strengthens investment bond offering. Thanks for. Futurity’s Education Bonds are an easy way to start saving and investing for your family’s future education needs. Information for investors – company performance, leadership and corporate governance. 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. 09. 00am - 6. au/wealth Contact us. 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). 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. Investor centre Our story In the community Our company Careers News & media. 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. The following four examples demonstrate how education and non-education claims. 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. calculator. This section includes the Target Market Determinations for products issued by Australian Unity Wealth and Investments. Travel insurance is issued and managed by AWP Australia Pty Ltd. 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. Your savings are locked away for the duration of the fixed period you choose, between one month and five years, a term deposit offers certainty that your money will grow at a specified rate. Activities and Societies: Bond University Student Association, Society and Design Students' Association. Direct debit request form. Download the Tax Guide which is appropriate for your investment type: Download the 2023 Tax Guide for your AMMA Statement. com. We’re going to focus on the education purpose of the bond. 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. Education Bonds: Tuesday 13th June 2000: Tuesday 7th March 2006 : Manchester Unity Total Care: Tuesday 13th June 2000: Monday 29th July. 34. INCEPTION DATE. 32. 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. 09. 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. Document Certifiers List and Form. About The Alba. 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. 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. 1009 1011. Right now, we’re recruiting for a range of allied health roles to support our customers in the community. Likes. com. 00 percent and. 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. Fees and Costs Update: Lifeplan Education Bond . au. com. 1003. As EdSaver is an Education Bond, you can enjoy the great tax benefits available within this unique structure. Benchmark (RBA Bank accepted Bills 90 Days) Eureka Asset-backed Loan Fund. Our Target Market Determination services provide a detailed understanding of your product's target audience and the necessary conditions for. Funds Management. Funeral Plan Management Pty Ltd ABN 30 003 769 640 is a wholly owned subsidiary of Lifeplan Australia Friendly Society Limited ABN 78. Call us. The Fund also covers education programs for children with. 24% Commonwealth Bank 2. Additional deposit and regular savings plan form. ve nd. Over $1,307. 237989 GPO Box 89 Adelaide SA 5001 T (Adviser) 1300 133 285 E investmentbonds@australianunity. bonds, education bonds and funeral bonds. Read more & Learn about dues limits. Get access to your money at any time, even if it’s not for educational expenses. au E investmentbonds@australianunity. Lifeplan Education Bond Australian Unity. About this Product Disclosure Statement (‘PDS’) The Lifeplan Education Bond (‘Fund’) is an investment product issued by Lifeplan. 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. career advices, the childs own internet profile for support, even a fancy. 38. Use our calculator to work out expenses at each education level and then use it to calculate savings needed to fund this education. Australian Unity - Investment Bonds Reply Paid 89 Adelaide SA 5001 (postage paid) Lifeplan Bond Application Form 29 March 2023 Issued by: Lifeplan Australia Friendly Society Limited (Lifeplan), ABN 78 087 649 492, AFS Licence No. Futurity EdSaver is an Education Bond, which is a savings and investment product designed specifically to meet the costs of education. 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. ABN 78 087 649 492 AFSL 237989 Return by Post to: Reply Paid 89 Lifeplan Funds ManagementPetinsurance. 1. com. Additional life insured nomination form. au Cont Australian nity 11 Alert Road Sout elourne I 3205 australianunity. 4 The Total Return is the sum of the Bonus rate allocated and the Funeral Bond Tax Benefit for the period being shown. It is Australia’s first fully electric private hospital, with a five-star Green Star rating. com. Investing for a child’s education through the Fund is simple, easy and tax effective. com. The $140 million hospital is owned by Australian Unity’s $3. 30am - 5:30pm AEST. Ask us Submit an query FAQs. AFS License number 237989, a wholly owned subsidiary of Australian Unity Limited ABN 23 087 648 888 1 . 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. Lifeplan is a subsidiary of Australian Unity Limited ABN 23 087 648 888 (‘Australian Unity’) and is part of the group ofApplies 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. drive tenant and investor engagement. Commonwealth Bank Education Savings Plan 14. 27/07/12. Email us. au Dear Treasury Measuring what. In particular, the addition increased. calculator. a. com. Lifeplan Education Bond Weekly Unit Price Update Contact us Investor Services Adviser Services A Australian Unity E enquiries@australianunity. 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. High Growth Bond $, , . a first home buyer deposit. 63 billion in the previous year. Lifeplan Australia Friendly Society Limited ABN 787 087 649 492 AFS License No. Lifeplan is a subsidiary of Australian Unity Limited ABN 23 087 648 888 ( Austr alian Unity ) and is part of the group of companies undertaking investment activ ities atInvesting is the simple act of putting money into a financial asset with the goal of generating an income, making a profit or both. AS AT 30/09/22. au/wealth F 1800. Australian Unity has launched a new green bond fund backed by cornerstone investments from Clean Energy Finance Corporation (CEFC) and clients of Crestone Wealth Management. 234456. 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. ©2020 The Lifeplan Education Investment Bond is issued by Lifeplan Australia Friendly Society Limited (Lifeplan), ABN 78 087 649 492 AFSL 237989. 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. 30pm AEST. Australian Unity; 271 Spring Street, Melbourne VIC 3000 australianunity. to 2. 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. 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. Australian Unity Bank Limited is covered by the Australian Government guarantee on deposits, for more information please view our page. An Education Bond is a tax-effective investment product designed to help meet the cost of education. 2019 Community Bond : 25. 34. 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. . Established in 1840,The Australian Unity Property Income Fund are issued by Australian Unity Property Limited ABN 58 079 538 499, AFS Licence No. 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. Suncorp’s bond was also floating rate. 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. “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. Welcome to Our Impact 2023. com. 34% below AYUHD's 52-week high of $101. Lifeplan has total funds unde r management and administration of $1. Media contact: T: 1300 408 776. We offer a comprehensive and innovative suite of funds and services that have a dual outcome focus. au/wealth F 1800. Register now. In this PDS, the terms ‘we’, ‘us’ and ‘our’ refer to Lifeplan. 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. Investment bonds . 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. If you require assistance with completing the Application Form, please call us on 1300 997 774 or 03 9616 8687. The investor can claim a wide. 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. Australian Unity’s Home Health CEO Prue Bowden said the company was proud to be winners at. Australian Unity 2022 Annual Report - 19 September 2022. Interest Payment - AYUHD - 14 July 2021. 34. 00pm and weekends 8. 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. can only be issued to people within Australia so provided the investor is in Australia at the time of applying, they can invest. 09. An investment in a concentrated portfolio of Australian shares that aims to deliver strong returns over the medium to long-term. A flexible and competitive scholarship plan with potential tax benefits and product designed specifically to maximise training savings. Hello All. com. 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. Lifeplan Australia Friendly Society Ltd. Extra 20% Off All Plans. 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. nd ive nd d h ive e h. 2. a. The product is issued by Centuria Life Limited, a leading Australian Investment and Life Insurance company. Media. Here we compare the historical returns of investment bonds available in Australia in the growth category (61%-80% growth assets) to a diversified portfolio of. au Cont Australian nity 11 Alert Road Sout elourne I 3205 australianunity. 1300 133 285. DomaCom 4/27 Crombie Avenue Bundall QLD 4217 Australia. Basic expenses can include tuition, uniforms and books. Company profile page for Australian Unity Investment Bonds Ltd including stock price, company news, press releases, executives, board members, and contact informationCare and connection. Australian Unity 271 Spring Street Melbourne VIC 3000 Investor Services enquiries@australianunity. Established in 1840, Australian Unity is Australia’s first member-ownedDeep and diverse expertise. Lifeplan is part of the Australian Unity group. These bonds can be purchased through designated institutions where the products are regulated by APRA and the Life Act. The fund aims to identify and invest in Australian companies with strong future growth prospects. 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. 80% Woodside Petroleum 2. * If you have a FuneralPlan Bond and have assigned ownership to your funeral director you will not have access to this portal. Lifeplan is a subsidiary of Australian Unity Limited ABN 23 087 648 888 (‘Australian Unity’) and is part of the group ofAustralian Unityhas restructured its life insurance operations, including its bond products, and has spun two d4 of 4 Investment Bond Death Claim Discharge Form 6. 1355. 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. 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. A large range of investment options to choose from with the ability to switch between options without personal tax consequences. Colin Falls Senior Business Development Manager - NSW/ACT Investment Bonds LinkedIn Email 0434 338 278 . 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. 1015. safeguarding your wealth transfer. au Rowville: rdc@australianunity. com. Kids Saver Account Application Form PDF - 949. Read more & Learn about contribution limits. The forecast internal rate of return for the SDA Fund is 9. Lifeplan. 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. Find out more. Below is a guide to help you understand which fees may apply to you. Each Bond has a Face Value of $100. Find additional tools, resources, articles and case studies on our Resources page to hep you on your financial wellbeing journey. Online access. Australian Unity finalises Greengate purchase - 7 July 2021. Competitive salary package including travel allowance, mobile phone, laptop and more. au/wealth F 1800. Email: australianunitywealth@unitregistry. This is subject to change and should not be relied upon as the actual closing value for each respective quarter. ) Office Use Only Due Date Lifeplan Funds Management is a business name of Lifeplan Australia Friendly Society Ltd. A Product Disclosure Statement (PDS) has been issued for Lifeplan Education Bond (LEB), effective 29 March 2023. Two firms have joined forces to acquire Australian Unity’s financial advice business, which includes 18 advisers alongside its corporate superannuation services business. com. Please use BLOCK letters and a black or blue pen. 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’ve been helping Australians grow and manage their money for decades. Withdraw for a wide range of educational expenses, not just tuition fees. Established in 1840, we were Australia’s first member-owned wellbeing company, delivering health, wealth and care services. com. She is a director of a number of Australian Unity Limited subsidiaries and a member of the Audit Committee, member of the Investment Committee, member of the People Culture & Remuneration Committee and member of. About us Careers News &. Australian Unity and Lifeplan Lifeplan Australia Friendly Society Limited (Lifeplan) is a market leader in tax effective investment products, with $2. Investment option list. NGS is run only to. au/wealt Investor ServicesThe Australian Unity fund has a development and acquisition pipeline of around $1. com. 2013 - 2017. Beneficial owner information form. com. Money invested in an education bond is pooled with. au. ) (Please refer to the Education Claim notes located on the next page. If you have concerns about your personal information with us or have noticed any unusual activity on your account or on your statements, please contact us immediately. Description. What was Australian Unity Bonds (AYUHB) last dividend payment? Australian Unity Bonds (AYUHB) last dividend payment was $0. 30 billion (as at 30 June 2022) in Funds Under Management (FUM) in education, investment and funeral bonds. 25% p. Australian Unity - Investment bonds, Reply Paid 9, Adelaide SA 5001. On 1 October 2019 the contribution limits changed for the Lifeplan Education Bond (Australian Unity Education Savings Fund). 19/07/12 18/07/12. The Catholic system is more financially demanding, with a total K-12 cost of around $229,640. bonds, education bonds and funeral bonds. A large range of investment options to choose from with the ability to switch between options without personal tax consequences. A flexible press competitive bursary plan with potential tax benefits and functionality designed specifically to maximise education savings. New home loan rates. com. -ENDS- Media contact: T: 1300 408 776 E: media@australianunity. Each document is a guide only and should not be relied upon as taxation advice. 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. com. Australian Unity Limited 2022 Results of AGM – 26 October 2022. 29 Jun 2022. Call customer care. 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. com. 30% p. 5-year pa. T: 0400 567 937. 21. Other providers of education bonds in Australia include Australian Unity and Futurity Investment Group. 18/07/12. (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. com. The value of each investor’s bond rises or falls with the performance of the underlying investments. Page 3. au 111 Gawler Place. attract and maintain investment. In our continuing efforts to care for the environment, we encourage you to receive notices of general meetings and our annual report via email. 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. Note C Will my nominated student be liable for tax? Education benefits, when paid, become assessable to your nominated Lifeplan Education Bond Australian Unity. Estate administration refers to paying debts and taxes and distributing assets to the beneficiaries as specified in a will. If you have any questions relating to what education expenses can be claimed, please call our Investor Services Team on 1300 1300 38. Membership. While you’re there, don’t forget to opt into online statements! If you require assistance in registering, please email us at [email protected] billion. It explains: how and why we collect, use, hold and disclose your personal information. com. 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. 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. 9%: Centuria : Centuria Investment Bond: Growth Bond Fund: 1. au E [email protected]. 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. -ends-Media contact: T: 1300 408 776 E: media@australianunity. Your employer pays your salary sacrificed contribution into your super fund. Find out more. com. Email: australianunitywealth@unitregistry. 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. au Portals: Investor login Adviser login Post: GPO Box 804 Melbourne VIC 3001 . 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. au E investmentbonds@australianunity. 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. super and retirement planning. com. com. 6 KB. 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. Getting to know customers’ preferences is inherent to a care workers role. 1. 15% p. 237989. Property information. com. If your application is incomplete and if the additional information is not received after 30 business days, we may return the. au . com. Changes to contribution and living allowance limits . com. 49 per share and was paid on 15 Dec 2020. Post-acquisition Australian Unity Group expects to have a total customer base of over 180,000, with more than $3. 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 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. au 111 Gawler Place, Adelaide SA 5000 T 1300 1300 38 T 1300 133 285 W australianunity. Monday to Friday - 8. 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. However, AULOur expertise. com. Contact us Submit an enquiry FAQs. com. This covers day-to-day living costs such as meals, laundry cleaning and power. Phone us on 1300 790 740 we’re here Monday to Friday – 8. Additional deposit and regular savings plan form. 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. Read continue & Lessons about contribution limits. complementing your super. 237 989 (Lifeplan). For personal use onlyCall adviser services. Lifeplan is part of the Australian Unity group. 237989 (‘Lifeplan’) is a leading provider of tax effective investment products, such as investment bonds, education bonds and funeral bonds. The Board sets the strategic direction of the Group, its risk management framework and risk appetite. com. A term deposit provides certainty around the interest you will receive. In FY22, the Australian Unity’s $3. Investments will be made in accordance with the following. -ENDS-. About us. 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. Full Year Investor Update Invitation - 30 August 2021. au About Australian Unity Established in 1840, Australian Unity is a member-owned wellbeing company with more than 385,000 members and. Start investing with as little as $1,000. In the case of a $10,000 investment achieving a. com. 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. Lifeplan Education Bond - AMP Capital Balance. To invest in a diversified portfolio of shares, fixed interest, mortgages and cash. In this PDS, the terms ‘we’, ‘us’ and ‘our’ refer to Lifeplan. com. 2019 .