You pay income tax on the reduced salary amount only. au E investmentbonds@australianunity. DomaCom 4/27 Crombie Avenue Bundall QLD 4217 Australia. au. 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. com. You can withdraw your. T . ©2020 The Lifeplan Education Investment Bond is issued by Lifeplan Australia Friendly Society Limited (Lifeplan), ABN 78 087 649 492 AFSL 237989. AUSTRALIAN UNITY INVESTMENT BONDS PTY LTD Company Profile | South Melbourne, VICTORIA, Australia | Competitors, Financials & Contacts - Dun & BradstreetDiscover. 27/07/12. best of breed licensee services. 01 billion, our financial strength and capital reserves enable us to meet our long-term commitments to members through all investment cycles. 2 billion, including the Robina Private Hospital on the Gold Coast, where approval has been granted for the next. 4 KB. calculator. 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. Tags: Media. Fixed Interest Rate Lock Application Form PDF - 538. A flexible press competitive bursary plan with potential tax benefits and functionality designed specifically to maximise education savings. Low Rate Visa Credit Card Application Form PDF - 1. (‘Lifeplan’), a wholly owned subsidiary of Australian Unity Limited ABN 23 087 648 888. com. No fees on establishment, contribution, withdrawal or exit. a. Established in 1840, we were Australia's first member-owned wellbeing company, offering our members and customers health, wealth and care services. Australian Unity has agreements with more than 500 private hospitals and day surgeries across Australia. Download the Tax Guide which is appropriate for your investment type: Download the 2023 Tax Guide for your AMMA Statement. Our services. 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. au/wealth F 1800. Australian Unity Strategic Holdings makes new PCO - 22 June 2021. Investment bond death claim discharge form. As always if you have any questions, please contact us on 13 29 39 if you need help. This material has been prepared for financial advisers only. Getting to know customers’ preferences is inherent to a care workers role. 09. The investor can claim a wide. Ability to automatically increase your contribution levels each year. Funeral Plan Management Pty Ltd ABN 30 003 769 640 is a wholly owned subsidiary of Lifeplan Australia Friendly Society Limited ABN 78. BetaShares Global Energy Companies ETF Currency Hedged. The portfolio is currently valued at more than $30 million and includes six centres located in Queensland, Western Australia and Tasmania. 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. No fees on establishment, contribution, withdrawal or exit. 76 billion in social impact, secures $50 million Sustainability-Linked Loan with Westpac 10 Sep 2023. Australian Unity E [email protected] - 4. Watching the performance of your investment return over time or check how your investment has performed during a period. 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. You can start with as little as $1,000 with an ongoing savings plan of $200 per month or. 41%. Australian Unity’s Tweets. 1 billion. A tax-effective way to save for a child’s education. Australian Unity has a range of competitive, flexible and tax effective investments suitable for the different stages of an investor's life. Contact us Investor Services Adviser Services Australian Unity E enquiries@australianunity. In FY22, the Australian Unity’s $3. 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. Head to ‘Make a claim’ and select ‘Medical services’. The forecast internal rate of return for the SDA Fund is 9. Lifeplan Education Bond Weekly Unit Price Update Contact us Investor Services Adviser Services A Australian Unity E enquiries@australianunity. Established in 1840, we were Australia’s first member-owned wellbeing company, delivering health, wealth and care services. au 111 Gawler Place, Adelaide SA 5000 T 1300 1300 38 T 1300 133 285 W australianunity. Get in touch Email us Have a question? Send us an email. The fund aims to identify and invest in Australian companies with strong future growth prospects. 06 July 2020. Means-tested care fee. 237989 (‘Lifeplan’) is a leading provider of tax effective investment products, such as investment bonds, education bonds and funeral bonds. 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. E: [email protected] KB. For information on your Bond, please call your funeral director directly. Beneficial owner information form. 34% below AYUHD's 52-week high of $101. 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. Investing for a child’s education through the Lifeplan Education Investment Fund is simple, easy and tax effective. Media contact: T: 1300 408 776. 37% Australia and New Zealand Banking NCD 3. com. E. au E investmentbonds@australianunity. Australian Unity Limited ACN 087 648 888 . These benefits include potentially lower tax rates, the Education Tax Benefit and much more. Wellbeing company Australian Unity today released its third impact report, Our Impact 2023, detailing its performance against environment, social and governance (ESG) criteria. 5 million in net assets – and has a minimum buy-in of $100,000, Mr Learmonth is. 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. 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). David Clarke Business Development Manager -. It is a simple investment solution that holds a growth portfolio of assets. Investment and Education Bonds. ‘market value’ or ‘net asset value’), may not necessarily be consistent with terminology in the latest australianparticipation in our accountants’ partnership program. au. Who we are. 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. 32. 1. au 111 Gawler Place, Adelaide SA 5000 T 1300 1300 38 T 1300 133 285 W australianunity. au 1800 649 033 03 8682 5057 Please send this form to: Australian Unity Reply Paid 64466 South Melbourne VIC 3205 (no stamp. If you have any questions relating to what education expenses can be claimed, please call our Investor Services Team on 1300 1300 38. Australian Unity Bank Limited Reply Paid 1801, Melbourne VIC 3001. a. Our security measures identified this suspicious activity and in response, we have locked some of our members’ internet banking access for their safety. 45% of the entire amount of eligible income. Commonwealth Bank Education avings Plan. drive tenant and investor engagement. The $140 million hospital is owned by Australian Unity’s $3. Tax-effective. As a member-owned organisation, we believe in looking after our members* and customers. Find out more. Eighteen month Term Deposit interest rate will increase by 0. Contents KeyInvest Life Events Bond, KeyInvest Funeral Bond: Diversified Growth: 2. Happy Grandparents Day! What a great opportunity to recognise the essential role many grandparents play in the day-to-day life of Australian families. 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 funds are to be raised through an issue of five-year debt securities on the Australian Securities Exchange (ASX). Along the way we pay tax to the ATO on your investment earnings at 30% company. Welcome to Our Impact 2023. Email enquiries@australianunity. 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. 237989 GPO Box 89 Adelaide SA 5001 T (Adviser) 1300 133 285 | F 1800 804 890 E [email protected]/wealth F 1800. 29 Jun 2022. Adnan Glinac, an Australian Unity executive general manager, says a parent starting an education savings policy with a balance of $20,000 when their child is 15 who makes additional payments of. Lifeplan. 1005 1010. a first home buyer deposit. Property information. com. com. Our range of health, wealth and care products and services provides member, customer and community value that is supportive of personal and. We offer a comprehensive and innovative suite of funds and services that have a dual outcome focus. Call our independent & assisted living customer care team Monday to Friday 8. 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. au About Australian Unity Established in 1840, Australian Unity is a member-owned wellbeing company with more than 385,000 members and. au 111 Gawler Place, Adelaide SA 5000 T 1300 1300 38 T 1300 133 285 W australianunity. W. Education benefit (the sum of the Earnings Account and Education Tax Benefit)Lifeplan Education Bond Australian Unity. com. Read More. Read more & Learn about contribution limits. 5 per cent. au E [email protected] your communication preferences to receive annual reports and notification of general meetings. 2019 . 5. Please use BLOCK letters and a black or blue pen. Established in 1840, Australian Unity is a member-owned wellbeing company with more than 385,000 members and. Alternatively, our Individual Education Bonds allow you to tailor separate investments for each beneficiary. With a selection between a Family or Individual Education Bond, and an extensive menu of Investment Options to suit all risk profiles, a Futurity Education Bond is the smart choice to help start your education savings plan. 3-year pa-3. the process can be. Australian Unity Lifeplan Investment Bond; AMP Growth Bond; Note: these products are not researched by Morningstar or in any way endorsed by them. The listing of Australian Unity Securities on the ASX does not affect Australian Unity Limited’s status as a mutual entity. AUIBL takes full responsibility for this PDS. The benefit of an investment bond over an education bond is that you don’t need to specify use the money for education. 11 September 2023. com. 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. au |W australianunity. Note it must be 8 characters in length and contain lower and upper case characters as well as special characters. 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. 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. 2bn in funds under management. com. Use our calculator to work out expenses at each education level and then use it to calculate savings needed to fund this education. 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. University Achievements: - Bond University Vice Chancellor’s Scholarship (2012) - Placed on the Dean’s List for Academic Excellence (Semester 1, 2013) - First in Class. In this PDS, the terms ‘we’, ‘us’ and ‘our’ refer to Lifeplan. About The Alba. Interest payment AYUHC - 17 October 2022. 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. com. com. au 13 13 3 180 0 90Related Forms - australian unity funeral bond Homeless Affirmation Form 2012-2013 - ohio Homeless Affirmation Form 2012-2013 Financial Aid Office of Student Financial Aid and Scholarships Chubb Hall 020 Athens, OH 45701-2979 T: 740. Established in 1840, Australian Unity is. “As Australia's first member-owned wellbeing company, responsible corporate citizenship is a fundamental part of our identity and offering,” said Kerr-Smith. Detail: Visit URL An Education Bond is a tax-effective investment product designed to help meet the cost of education. Australian Unity 271 Spring Street Melbourne VIC 3000 Investor Services enquiries@australianunity. au. com. 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. At Australian Unity, we seek to support the financial wellbeing and resilience of our members and customers through the delivery of tailored products and services. Australian Unity Bonds Series C's (AYUHC) share price movement is 1% when compared to 7 days ago and is -0. 6 KB. com. au Portals: Investor login Adviser login Post: GPO Box 804 10Invest is a simple, online, low cost investment bond that offers tax effectiveness not available through traditional savings and investment products. 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 W 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. 30 billion (as at 30 June 2022) in Funds Under Management (FUM) in education, investment and funeral bonds. Call us on 1300 790 740. Offering all the features of an Investment Bond, an Education Bond also has special Education Tax. com. Australian Unity Bonds Series D's (AYUHD) share price movement is -0. Australian Unity; 271 Spring Street, Melbourne VIC 3000 australianunity. Can invest a single amount or can choose to add to your initial investment each year. Lifeplan Education Bond Weekly Unit Price Update Contact us Investor Services Adviser Services. Lifepan Education Bond Issued by ifeplan Australia Friendly Society imited (Lifeplan) AB 8 4 492 AFS icence o. The Catholic system is more financially demanding, with a total K-12 cost of around $229,640. au E [email protected]% p. 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. For parents who may have already paid off their home loan, or perhaps grandparents wanting to invest on behalf of their children, products such as investment bonds may make sense. For information on your Bond, please call your funeral director directly. 10. Memorandum of transfer form. 234456. Fees and Costs Update: Lifeplan Education Bond . 13 29 39 Lifeplan Australia Friendly Society Limited ABN 78 087 649 492, AFS Licence No. au Cont Australian nity 11 Alert Road Sout elourne I 3205 australianunity. Altius Green Bond Fund Altius Sustainable Bond FundLifeplan Australia Friendly Society Limited ABN 78 087 649 492, AFS License No. 8 billion Healthcare Property Trust. 1300 133 285. Login. 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. Note C Will my nominated student be liable for tax? Education benefits, when paid, become assessable to your nominated Lifeplan Education Bond Australian Unity. Australian Unity Limited 2022 Results of AGM – 26 October 2022. Our governance structure. (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. Investments will be made in accordance with the following. 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. Personal Loan Application Form PDF - 865. au Portals: Investor login Adviser login Post: GPO Box 804 Melbourne VIC 3001 . Given their kids are still relatively young, this fund’s time horizon is appropriate to help them save towards the kids’ education. 1009 1011. An investment bond is similar to a managed fund -- but is typically sold through insurance and mutual companies (like AMP, Australian Unity, GenLife, etc). The information on this webpage is general information only and is not based on the objectives, financial situation or needs of any particular investor. Your employer pays your salary sacrificed contribution into your super fund. 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. Resources for all Australians. With regular contributions, you could benefit from compounding interest to create powerful opportunities for your future, in a tax effective way. Australian Unity's subsidiary Lifeplan Friendly Society will take over Insignia's investment bond business, which operates under IOOF Ltd, valued at $1. Australian Unity Black Friday 2023 is coming! Saving up to 15% with 6 Australian Unity Discount Codes & Coupon Codes. For performance and unit price for investment, education and funeral bonds closed to new investors, click here . 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. 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. com. Our Target Market Determination services provide a detailed understanding of your product's target audience and the necessary conditions for. 07 October 2022. Insurance important information. investing for a child’s future. About us. Via we. Anna also suggests those planning for a baby’s future look into Australian Unity’s Lifeplan Education Bond, which can be used to cover a wide range of education-related expenses. education (including TAFE) and special needs education, in Australia and overseas. Ask us Submit an query FAQs. Offering all the features of an Investment Bond, an Education Bond also has special Education Tax Benefits. Australian Unity Full Year Accounts - 7 September 2021. au/wealth Investor Services enquiriesaustralianunity. Our range of health, wealth and care products and services provides member, customer and community value that is supportive of personal and community wellbeing. IT requirements include computers, notebooks, iPad, phones and other technology required by the student. 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. Company performance. See more content at Australia by website daotaonec. They are uniquely designed for parents and grandparents to help them achieve financial self. Lifeplan has total funds under management and administration of $2. A basic daily care fee. 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. 2019 . If you’re interested in joining a supportive team and making a positive impact in your role, we want to hear from you. The fees for Residential Aged Care are based on your financial situation. Tags: Media. au Contact us Australian nity 271 Spring Street elourne I 000 australianunity. au T 1300 1300 38 Adviser. MCI and Bond holders. Basic expenses can include tuition, uniforms and books. AS AT 30/09/22. A well-diversified investment portfolio should strike a balance between equities and fixed income, letting you ride. An investment bond is a unique tax-effective alternative to traditional savings and investment products. bonds, education bonds and funeral bonds. 2019 Community Bond : 25. 237989, as the issuer of the Lifeplan Education Bond. 237989 (‘Lifeplan’) is a leading provider of tax effective investment products, such as investment bonds, education bonds and funeral bonds. com. For further information, please contact: Michael Csavas. au Rowville: rdc@australianunity. 30% p. a. a robust and client-focused investment philosophy. It can be for yourself but most people use an Education Bond to invest in the future of their children or grandchildren. Australian Unity will notify private health insurance members of how the deferral will impact them. Travel insurance is issued and managed by AWP Australia Pty Ltd. com. com. 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 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. au Investor Services [email protected]. Email: australianunitywealth@unitregistry. Media. Suncorp’s bond was also floating rate. Lifeplan is part of the Australian Unity Group. com. 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. com. In our continuing efforts to care for the environment, we encourage you to receive notices of general meetings and our annual report via email. Australian Unity 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. Phone: +61 3 9616 8687 or 1300 997 774 Mon – Fri, 8:30am – 5:30pm AEST. 10093 Australian Unity Wholesale Deposits LIF0162AU Open Daily 10109 Bennelong ex-20 Australian Equities Fund LIF6773AU Open Daily. “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. We offer a comprehensive and innovative suite of funds and services that have a dual outcome focus. Overseas interest rate hikes could hit Aussie investment market. Withdraw for a wide range of educational expenses, not just tuition fees. Basic expenses can include tuition, uniforms and books. 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 Spring Street, Melbourne IC 3000 Email [email protected]. Altius Green Bond Fund Altius Sustainable Bond FundEach Bond has a Face Value of $100. Our commitment. Learn more here. We’ve been helping Australians grow and manage their money for decades. Please use BLOCK letters and a black or blue pen. Guided by our vision to become Australia’s most-trusted wellbeing company, Australian Unity is committed to measuring the impact of our products, services and operations through environmental, social and governance (ESG) criteria. A Australian Unity E enquiries@australianunity. Description. Investments made will be in accordance with the following parameters: Asset allocation ranges (with benchmarks in brackets): international shares 0-10%. A fully refundable remaining balance when you leave. $5. Right now, we’re recruiting for a range of allied health roles to support our customers in the community. Melbourne, Wednesday 30 November 2022. 2013 - 2017. com. With some forethought, you can relieve your family of any future financial burden of funeral expenses. Enter your new password. 34. Email us at: [email protected]. Interest Rate. These changes affected the maximum total contributions and the living allowance, per student or child. Enquiries: Australian Unity Registry 1300 554 474 . 1300 133 285. com. au australianunity. com. Education Bonds are investment-linked life. ) 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,. About Australian Unity and Lifeplan Lifeplan is a market leader in tax effective investment products, with $2. 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. 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. The FuneralPlan Bond also provides an opportunity to tap into new markets, according to Mr Bird. 1015. vn synthesis and compilation. Australian Unity Bank has detected a number of unauthorised attempts to access online banking accounts. 30 billion (as at 30 June 2022) in Funds Under Management (FUM) in education, investment and funeral bonds. au or call 1300 1300 38. The Fund is an unlisted property fund that owns properties across Australia, diversified across convenience retail, office and industrial sectors. AFS License number 237989, a wholly owned subsidiary of Australian Unity Limited ABN 23 087 648 888 1 . The RAM Education Investment Plan operates as a Scholarship Plan in accordance with the Income Tax Assessment Act 1997. It seemed great, the returns seemed reasonable (actually very good) and they offer extra support outside the finance side of it, ie. Additional deposit and regular savings plan form. 1009 1011. au 111 Gawler Place. Start investing with as little as $1,000. 2019 Capital Guaranteed Deferred Annuity : 27. 338 Following. au |W australianunity. com. Our Target Market Determination services provide a detailed understanding of your product's target audience and the necessary conditions for. Australian Unity delivers $1. 30am - 5:30pm AEST. to 4. This guide hasLoading. 30pm AEST) or on 1300 705 750 for after hours. 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. 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. This includes a social impact total of $1. Lifeplan is a subsidiary of Australian Unity Limited ABN 23 087 648 888 (‘Australian Unity’) and is part of the group of companies undertaking investment activities at AustralianWhen you deposit your money into the Platinum Investment Bond, we invest it in the investment option (s) you’ve selected. T: 0400 567 937. This is subject to change and should not be relied upon as the actual closing value for each respective quarter. com. com. The balance is based on the most recently available unit price/s for your investment option/s, at the time it is displayed. 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 Head Office: 114 Albert Road, South Melbourne VIC 3205 Fax 1800 804 890 Email enquiries@australianunity. com. Our range of health, wealth and care products and services provides member, customer and community value that is supportive of personal and community wellbeing. The value of each investor’s bond rises or falls with the performance of the underlying investments. Wellbeing company Australian Unity has been recognised at the Reader’s Digest Quality Service Awards, winning Gold in the categories of Home Care Services Victoria/Tasmania and Aged Care and Retirement Villages. The Education Savings Calculator. These bonds can be purchased through designated.