Australian Unity - Investment bonds, Reply Paid 89, Adelaide SA 5001 (no stamp required if mailed in Australia) If posting from outside of Australia, please send to ead Office 271 Spring Street, Melbourne IC 3000 Email enquiries@australianunity. September 2022 (applies to the PDS dated after 1 May 2012) Lifeplan Education Bond Performance Update. The $140 million hospital is owned by Australian Unity’s $3. The balance is based on the most recently available unit price/s for your investment option/s, at the time it is displayed. Email us. com. 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. Overseas interest rate hikes could hit Aussie investment market. Login. Media. 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. 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. Interest payment AYUHD - 17 October 2022. 1300 133 285. 10096 LIF0706AU PIMCO Australian Bond Fund Open Daily Investment option list 29 March 2023. 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 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. Investment bonds . 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. Australian Unity Lifeplan Investment Bond; AMP Growth Bond; Note: these products are not researched by Morningstar or in any way endorsed by them. au/wealth F 1800. calculator. a. com. investing your money. Two firms have joined forces to acquire Australian Unity’s financial advice business, which includes 18 advisers alongside its corporate superannuation services business. Our security measures identified this suspicious activity and in response, we have locked some of our members’ internet banking access for their safety. ve nd. Once we’ve processed your claim, we’ll make a payment into your nominated bank or credit union account. Activities and Societies: Bond University Student Association, Society and Design Students' Association. It is supported by committees. Australian Unity and Lifeplan Lifeplan Australia Friendly Society Limited (Lifeplan) is a market leader in tax effective investment products, with $2. com. Commonwealth Bank Education avings Plan. 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. au Dear Treasury Measuring what. A basic daily care fee. Rewards of learning. 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. com. E. com. 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. Call customer care. 01 billion, our financial strength and capital reserves enable us to meet our long-term commitments to members through all investment cycles. With some forethought, you can relieve your family of any future financial burden of funeral expenses. 18 or 0. ×Sorry to interrupt. The company employs approximately 7,000 full-time equivalent employees, operates in. 10-year pa. For personal use onlyCall adviser services. 2019 . We are a leader in the investment bonds sector with combined funds under management of over $3. The Education Savings Calculator. 34. In FY2022, the Group delivered $1. com. 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. Hello All. MCI and Bond holders. dssolhv wr wkh 3'6 gdwhg diwhu 0d /lihsodq (gxfdwlrq %rqg 3huirupdqfh 8sgdwh $xjxvw $6 $7 $ 0 3 & d s l w o % o d q f h g * u r z w k &) 6 l u v w kInvesting in an Education Bond can be a tax-effective way to save for a child’s education. Flexible investment options to suit your needs. Lifeplan Education Bond Weekly Unit Price Update Contact us Investor Services Adviser Services A Australian Unity E enquiries@australianunity. 00am - 4. 00. 1 billion. com. Eighteen month Term Deposit interest rate will increase by 0. 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. com. This corporation was registered on 1993-09-22 and was issued with the 087648888 ACN. 10. 32. E: media@australianunity. While you’re there, don’t forget to opt into online. CSS ErrorBanking products are issued by Australian Unity Bank Limited ABN 30 087 652 079 AFSL/Australian Credit Licence No. au About Australian Unity Established in 1840, Australian Unity is a member-owned wellbeing company with more than 385,000 members and. Contact us Investor Services Adviser Services Australian Unity E enquiries@australianunity. 25 November 2021Tertiary course fees are based upon an average cost across claims experience over the period 1 July 2014 to 30 June 2016. Established in 1840, Australian Unity is Australia’s first member-owned wellbeing company, delivering health, wealth and care services. Investments Insurance Financial advice Trustee services. Email: [email protected] constitutes a movement of $0. au AU0746_10913 Cont Australian nity 271 Spring Street, elbourne IC 3000 australianunity. 76 billion in social impact, secures $50 million Sustainability-Linked Loan with Westpac 10 Sep 2023. The Individual Education Bond allows you to tailor separately invested, managed, and accounted for Bonds for individual Education Beneficiaries. Altius Green Bond Fund Altius Sustainable Bond FundEach Bond has a Face Value of $100. Education Bonds: Tuesday 13th June 2000: Tuesday 7th March 2006 : Manchester Unity Total Care: Tuesday 13th June 2000: Monday 29th July. 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. Get in touch Email us Have a question? Send us an email. Enter your current internet banking password. Tax-effective. Email. 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. Funds Management. 2019 . 21. An investment in a concentrated portfolio of Australian shares that aims to deliver strong returns over the medium to long-term. Regular withdrawal request form. 37% Australia and New Zealand Banking NCD 3. 30 billion as at 30 June 2022. 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. position Australian Unity as a trusted and strategic property partner. A term deposit provides certainty around the interest you will receive. Need help logging in? Can't find a bond listed? Please contact us or call on 1300 133 285 between 9:00am to 5:30pm Monday - Friday AEST . 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. Superannuation and retirement planning. A tax benefit that education bonds are entitled to, this being a unique concession which effectively recovers the tax paid on investment earnings when they are withdrawn to pay “education expenses”. au/wealtAustralian Unity strengthens investment bond offering. Target Market Determination – Funeral Bond Legal disclaimer A Target Market Determination (TMD) is required under section 994B of the Corporations Act. Tags: Media. Education Bonds are investment-linked life. Call on 1300 790 740 Prefer to chat? Call us Mon - Fri 8. An education bond is an investment offered by a friendly society or life insurance company to allow a consumer to set aside money to cover education expenses. Australian Unity - Investment bonds, Reply Paid 89, Adelaide SA 5001. We offer a comprehensive and innovative suite of funds and services that have a dual outcome focus. Memorandum of transfer form. 234455 Australian Unity Investment Real Estate Limited, ABN 86 606 414 368, AFS Licence No. 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. Read more & Learn about contribution limits. 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 andThe issue most closely resembling the Australian Unity bond is a subordinated bond issued by Suncorp. Futurity’s Education Bonds are an easy way to start saving and investing for your family’s future education needs. 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. 09. An investment bond is a unique tax-effective alternative to traditional savings and investment products. Kids Saver Account Application Form PDF - 949. 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. 43, Australian Unity Bonds Series D's (AYUHD) current share price of $100. This is subject to change and should not be relied upon as the actual closing value for each respective quarter. A flexible and competitive scholarship plan with potential tax benefits additionally features designed particularly to maximise education savings. 1300 1300 38. Australian Unity acknowledges the traditional owners of the lands and waters of Australia. com. 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. 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. Australian Unity Mutual Capital Instruments – 2021 Offer. Tweets. 25 or 0. au. 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. Nomination of beneficiary form. For information on your Bond, please call your funeral director directly. Education Bonds are investment-linked life. Investments made will be in accordance with the following parameters: Asset allocation ranges (with benchmarks in brackets): international shares 0-10%. 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. a for balances more than $48,001. Likes. No fees on establishment, contribution, withdrawal or exit. au/wealth Contact us. Suncorp’s bond was also floating rate and the size was. com. Flexishield. W. -ENDS-. Declaration and Signature(s) of Plan Sponsor or Student. A flexible additionally competitive scholarship plan with capacity tax benefits also features designed specifically to maximise education savings. It explains: how and why we collect, use, hold and disclose your personal information. ** Available only for Wholesale clients. 14. “We plan to defer the implementation of the 2023 premium increase by seven months from 1 April 2023 to 1 November 2023,” Ms Windsor. com. Media contact: T: 1300 408 776. 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. 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 tax-effective way to save for a child’s education. It is Australia’s first fully electric private hospital, with a five-star Green Star rating. Regular withdrawal request form. 5-year pa. 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. 61% National Australia Bank 2. 1003. Email: australianunitywealth@unitregistry. “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. com. “As Australia's first member-owned wellbeing company, responsible corporate citizenship is a fundamental part of our identity and offering,” said Kerr-Smith. 1. Read More. 5bn and 175,000 members and customers. 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. 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. An investment bond is similar to a managed fund -- but is typically sold through insurance and mutual companies (like AMP, Australian Unity, GenLife, etc). 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. About Australian Unity and Lifeplan Lifeplan is a market leader in tax effective investment products, with $2. Beneficial owner information form. 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. 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. We want to help you prepare for education expenses ahead. About this Product Disclosure Statement (‘PDS’) The Lifeplan Education Bond (‘Fund’) is an investment product issued by Lifeplan. Email enquiries@australianunity. com. 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. Page 3. Investor centre Our story In the community Our company Careers News & media. If that’s the case, we want to hear from you. Click on 'settings' then 'change password'. Get in touch Email us Have a question? Send us an email. A diverse caseload. Lifeplan is part of the Australian Unity group. W ith regular contributions, the potential benefit of compounding can create powerful opportunities for your future, in. au/wealth F 1800. 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. The Platinum Investment Bond (Bond) is an investment vehicle that offers potential tax advantages not available through many other savings and investment products. Investments will be made in accordance with the following. 10. how you can ask us to correct your information or make a complaint about how we have managed your information. 13 29 39 Lifeplan Australia Friendly Society Limited ABN 78 087 649 492, AFS Licence No. Established in 1840,Australian Unity Property Limited, ABN 58 079 538 499, AFS Licence No. com. Call us. We’ve been doing this for over 180 years. 30 billion as at 30 June 2022. Of Australia NCD 4. 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. You must consider the PDS which contains important information about investing in the Lifeplan Education Bond before completing this Application Form. Most respondents were aged 30-49, in married or de facto relationships and from all states. 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 always if you have any questions, please contact us on 13 29 39 if you need help. Australian Unity Bank's BSB number is: 803-228 Get in touch with us 13 29 39 Contact us Health insurance Independent & Assisted Living Banking. au Cont Australian nity 11 Alert Road Sout elourne I 3205 australianunity. Commonwealth Bank Education Savings Plan 14. 30am to 5. FAQs Need help? Read our. The Board sets the strategic direction of the Group, its risk management framework and risk appetite. 06 July 2020. 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. These bonds can be purchased through designated. Watching the performance of your investment return over time or check how your investment has performed during a period. An Education Bond is a tax-effective investment product designed to help meet the cost of education. 49 per share and was paid on 15 Dec 2020. 5 million in net assets – and has a minimum buy-in of $100,000, Mr Learmonth is. Your money is strategically invested in 95% growth assets such as Australian and international shares, infrastructure and property, and 5% in defensive assets such as. Access to an experienced team of Australian share portfolio. Offering all the features of an Investment Bond, an Education Bond also has special Education Tax. Through our diversified group of businesses including healthcare, wealth, and aged care and retirement living services, we are well-placed to offer investors. au/wealth Investor Services enquiriesaustralianunity. 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. Investments made will be in accordance with the following parameters: Asset allocation ranges (with benchmarks in brackets) Australian shares 35-45% (40%), international. 32. Australian Unity Investment bonds Reply Paid 9 delaide S 001. 237989 (‘Lifeplan’) is a leading provider of tax effective investment products such as investment, education bonds and funeral bonds. 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. a. au/wealth Contact us. Happy Grandparents Day! What a great opportunity to recognise the essential role many grandparents play in the day-to-day life of Australian families. Call 1300 160 170. com. ve nd. 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. Our Target Market Determination services provide a detailed understanding of your product's target audience and the necessary conditions for. A large range of investment options to choose from with the ability to switch between options without personal tax consequences. The multicultural funeral bond is just one of the ways we are supporting people to put in place plans for exactly the kind of funeral they want and as. com. NorthWest Healthcare Properties raised its bid to $2. Post-acquisition Australian Unity Group expects to have a total customer base of over 180,000, with more than $3. With an investment bond, we pay the tax on your earnings to the ATO at the 30% company tax rate within the bond, so you don’t have to include it in your personal tax return whilst you’re invested. Losing a loved one can be unspeakably hard. 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. Six month Term Deposit interest rate will increase by 0. a robust and client-focused investment philosophy. 63 billion in the previous year. 27/07/12. 33 billion Healthcare Property Trust approved a comprehensive ESG plan to support its ambitions to: maintain its global and domestic leadership position. It is a simple investment solution that holds a growth portfolio of assets. 91% Woodside Petroleum 1. Australian Unity is governed by its Board, which is predominantly composed of independent non-executive directors. These benefits include potentially lower tax rates, the Education Tax Benefit and much more. Lifeplan Australia Friendly Society Limited ABN 787 087 649 492 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. au Cont Australian nity 11 Alert Road Sout elourne I 3205 australianunity. You pay income tax on the reduced salary amount only. 80% Woodside Petroleum 2. This includes a social impact total of $1. 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. Balances up to $500k are eligible to earn the bonus interest rate, however any balances above $500k. 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. 25 November 2021 Tertiary course fees are based upon an average cost across claims experience over the period 1 July 2014 to 30 June 2016. au Portals: Investor login Adviser login Post: GPO Box 804 Melbourne VIC 3001 . Lifeplan. Performance charts for Australian Unity Capital Guaranteed Funeral Bond - Untaxed Fund (AUS0305) including intraday, historical and comparison charts, technical analysis and trend lines. au |W australianunity. 15% p. g. com. An Education Bond is a tax-effective investment product designed to help meet the cost of education. 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. 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. Contact us Submit an enquiry FAQs. T: 0400 567 937. Our governance structure. com. With our operations spanning a range of health, wealth and living services, we have a comprehensive COVID-19 response package to support our members, customers, employees, supply chains, public and private healthcare capacity and the broader community. Other providers of education bonds in Australia include Australian Unity and Futurity Investment Group. Australian Unity. Our team of lawyers, accountants, administrators and client managers are highly. 1009 1011. bankruptcy protection. Over $1,307. com. It can be for yourself but most people use an Education Bond to invest in the future of their children or grandchildren. The Australian Unity Green Bond Fund invests in a combination of green, social and sustainable fixed interest securities with the primary. ) (Please refer to the Education Claim notes located on the next page. Withdraw for a wide range of educational expenses, not just tuition fees. how you can access the information we hold about you. Wellbeing company Australian Unity today released its third impact report, Our Impact 2023, detailing its performance against environment, social and governance (ESG) criteria. 41%. Banking, Investment Management, Real Estate Investment, Investment Bonds, Mortgages, and Financial Advice Locations Primary 271 Spring Street Melbourne,. are investment products issued by Australian Unity Investment Bonds Limited (AUIBL) ABN 83 087 649 072, AFS Licence No. 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. Tel: 13 29 39 . 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. Home loan variable interest rates for new and existing. 68%. com. Education bonds are a tax-effective hybrid between an investment product and a life insurance policy. Real Asset Management is the Investment Manager of the benefit funds within the plan. Each Bond has a Face Value of $100. The Catholic system is more financially demanding, with a total K-12 cost of around $229,640. au E investmentbonds@australianunity. Read more >. The value of each investor’s bond rises or falls with the performance of the underlying investments. Investments made will be in accordance with the following parameters: Asset allocation ranges (with benchmarks in brackets) Australian shares 35-45% (40%), international. com. au/wealth F 1800. vn synthesis and compilation. au australianunity. Australian Unity Limited 2022 Results of AGM – 26 October 2022. Benchmark (RBA Bank accepted Bills 90 Days) Eureka Asset-backed Loan Fund. You can invest as much as you like in the first year, then maximise your investment using the 125% rule thereafter. au 13 29 39 03 8682 5057 Adviser Services investments@australianunity. 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 Fund is an unlisted property fund that owns properties across Australia, diversified across convenience retail, office and industrial sectors. au E [email protected]% p. Extra 20% Off All Plans. 1300 133 285. 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. 1003. As a member-owned organisation, we believe in looking after our members* and customers. Read continue & Lessons about contribution limits. To unlock your access, please call us on 1300 790 740 Monday to Friday. 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. If you’re interested in starting a career in care, we are hiring now. Email us. As one of Australia’s original social enterprises with a history dating back to. au 111 Gawler Place, Adelaide SA 5000 T 1300 1300 38 T 1300 133 285 W australianunity. 30pm AEST. Direct debit request form. 1. We’re going to focus on the education purpose of the bond. "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: #. Australian Unity Bonds Series D's (AYUHD) share price movement is -0. 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. com. a. com. com. com. Suncorp’s bond was also floating rate. au 1300 1300 38 We have full discretion to determine approved courses and education expenses covered by the Plan. It can be for yourself but most people use an Education Bond to invest in the future of their children or grandchildren. 2 billion in FUM. Investing for a child’s education through the Lifeplan Education Investment Fund is simple, easy and tax effective. Australian Unity - Education Savings Plan Short-term. com. Investment option list. NGS is run only to. It is not intended to be presented to or used by retail investors. 67%. DomaCom 4/27 Crombie Avenue Bundall QLD 4217 Australia. (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. Provider of banking and investment management services intended to provide personal and community wellbeing. 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. com. Australia australianunity. 25% p. Company performance. 2013 - 2017. a. Established in 1840, Australian Unity is Australia’s first member-ownedDeep and diverse expertise. Below is a guide to help you understand which fees may apply to you. Product issuer and finance. Ability to automatically increase your contribution levels each year. According to the online calculator of education fund provider Australian Scholarships Group (ASG), for a child born in 2017 an education could cost as much as $76,735 for the 13 years from kindergarten to Year 12 in the government school system. Call customer care. AUIBL takes full responsibility for this PDS.