Call 1300 160 170. (This is your standard salary, less the amount you are contributing to your super). a. Australian Unity finalises Greengate purchase - 7 July 2021. Our governance structure. Eighteen month Term Deposit interest rate will increase by 0. au. au or call 1300 1300 38. Along the way we pay tax to the ATO on your investment earnings at 30% company. Investment bonds can be used by parents, grandparents, family members or friends to create wealth on behalf of a child or children. Australian Unity. Australian Unity Lifeplan Investment Bond; AMP Growth Bond; Note: these products are not researched by Morningstar or in any way endorsed by them. Lifeplan Australia Friendly Society Ltd. Lifeplan is a subsidiary of Australian Unity Limited ABN 23 087 648 888 (‘Australian Unity’) and is part of the group of Applies 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. Investment and Education Bonds. Extracurricular activities include clubs, drama, sports, music or art activities. % p. Performance charts for Australian Unity Capital Guaranteed Funeral Bond - Untaxed Fund (AUS0305) including intraday, historical and comparison charts, technical analysis and trend lines. Superannuation and retirement planning. Fees and Costs Update: Lifeplan Education Bond . IT requirements include computers, notebooks, iPad, phones and other technology required by the student. 9%: Centuria : Centuria Investment Bond: Growth Bond Fund: 1. Learn about what it means to be a Member of Australian Unity. Learn more &. 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). % p. 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. com. Banking, Investment Management, Real Estate Investment, Investment Bonds, Mortgages, and Financial Advice Locations Primary 271 Spring Street Melbourne,. Each Bond has a Face Value of $100. Withdraw for a wide range of educational expenses, not just tuition fees. 4423. a. E. AUIBL takes full responsibility for this PDS. 111 Gawler Place, Adelaide SA 5000 T 1300 1300 38 T 1300 133 285. Regular withdrawal request form. Learn more. 2019 Australian Unity Education Savings Fund (Lifeplan Education Bond) 11. com. 10. (Please refer to the Non-Education Claim notes located on the next page. 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. A flexible and competitive scholarship plan with potential tax benefits and product designed specifically to maximise training savings. Read more & Learn about contribution limits. With regular contributions, you could benefit from compounding interest to create powerful opportunities for your future, in a tax effective way. Melbourne, Wednesday 30 November 2022. The investor can claim a wide. 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. 237989 Lifeplan Investment Bond Australian Unity Applications Australian Unity Group is a national healthcare, financial services and independent & Applications for. com. 10096 LIF0706AU PIMCO Australian Bond Fund Open Daily. com. au or call 1300 1300 38. au/wealth F 1800. 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. 30am to 5. 1015. The listing of Australian Unity Securities on the ASX does not affect Australian Unity Limited’s status as a mutual entity. 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. Investing for a child’s education through the Lifeplan Education Investment Fund is simple, easy and tax effective. Adnan joined Australian Unity in 2009. au Cont Australian nity 114 lert oad Sout elourne IC 3205. At current tax rates, this credit can be worth up to $30 for every $70 of withdrawn earnings. 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. This RAP lifts the bar from the previous innovate RAP and will empower our employees to become lifelong champions for reconciliation, and to support Aboriginal and Torres Strait Islander peoples to thrive through Australian Unity’s commitment to. 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). 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. We offer a comprehensive and innovative suite of funds and services that have a dual outcome focus. Memorandum of transfer form. Replies. Australian Unity’s Home Health CEO Prue Bowden said the company was proud to be winners at. Get in touch Email us Have a question? Send us an email. Head to ‘Make a claim’ and select ‘Medical services’. 19/07/12 18/07/12. Get access to your money at any time, even if it’s not for educational expenses. Product: Lifeplan Education Bond Lifeplan Option Number Investment Option Name. career advices, the childs own internet profile for support, even a fancy. com. About Australian Unity Established in 1840, Australian Unity is a member-owned wellbeing company with more than 385,000 members and. 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. Australian Unity Full Year Accounts - 7 September 2021. The Bond is about establishing a long-term plan for investing. Download the Tax Guide which is appropriate for your investment type: Download the 2023 Tax Guide for your AMMA Statement. Construction of the hospital commenced in April 2021. au. Ask us Submit an query FAQs. New home loan rates. Two firms have joined forces to acquire Australian Unity’s financial advice business, which includes 18 advisers alongside its corporate superannuation services business. 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. au |W australianunity. 30 billion as at 30 June 2022. Ability to automatically increase your contribution levels each year. Australian Unity - Capital Guaranteed Funeral Bond - Managed Fund. Call on 1300 790 740 Prefer to chat? Call us Mon - Fri 8. An Education Bond is a tax-effective investment product designed to help meet the cost of education. com. Funds Management. To change your details, manage your holding and update your communication preferences log on to Link Investor centre or call 1300 554 474. 49% Woodside. au. 90% p. Access to an experienced team of Australian share portfolio. As Executive General Manager - Life & Super, he is responsible for the commercial management and growth of Australian Unity’s specialist wealth management business that delivers a range of market leading tax effective investments, including investment bonds, education and funeral funds as well as. The information on this webpage is general information only and is not based on the objectives, financial situation or needs of any particular investor. (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. 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. com. Australian Unity Black Friday 2023 is coming! Saving up to 15% with 6 Australian Unity Discount Codes & Coupon Codes. 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 . Lifeplan has total funds under management and administration of $2. Investments made will be in accordance with the following parameters: Asset allocation ranges (with benchmarks in brackets) Australian shares 35-45% (40%), international. Tax-effective. 27/07/12. Our accelerated bachelor''s and master’s degrees allow you to graduate earlier. The FuneralPlan Bond also provides an opportunity to tap into new markets, according to Mr Bird. 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. T: 0429 160 550. Australian Unity; 271 Spring Street, Melbourne VIC 3000 australianunity. Issuer name Lifeplan Australia Friendly Society Limited Issuer AFSL 237989 Issuer ABN 78 087 649 492The smart choice for tax effective investing. Via we. Our team of lawyers, accountants, administrators and client managers are highly. au Box Hill: [email protected] & assistance. 3-year pa-3. 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. You must consider the PDS which contains important information about investing in the Lifeplan Education Bond before completing this Application Form. Established in 1840, Australian Unity is a member-owned wellbeing company with 260,000 members and more than 700,000 customers. com. -ENDS-. au Cont Australian nity 11 Alert Road Sout elourne I 3205 australianunity. Golden Saver Account interest rate will increase by 0. Investments Insurance Financial advice Trustee services. 49 per share and was paid on 15 Dec 2020. au or call 1300 1300 38. Enter the code sent to your mobile then click 'next'. Email: australianunitywealth@unitregistry. 111 Gawler Place, Adelaide SA 5000 . com. 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. Other providers of education bonds in Australia include Australian Unity and Futurity Investment Group. ‘market value’ or ‘net asset value’), may not necessarily be consistent with terminology in the latest australianparticipation in our accountants’ partnership program. 10Invest is all about establishing a long-term plan. 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]. Estate administration refers to paying debts and taxes and distributing assets to the beneficiaries as specified in a will. 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. 237989 (‘Lifeplan’) is a leading provider of tax effective investment products such as investment, education bonds and funeral bonds. BetaShares Global Energy Companies ETF Currency Hedged. au Portals: Investor login Adviser login Post: GPO Box 804 Melbourne VIC 3001 . how you can access the information we hold about you. Money invested in an education bond is pooled with other investors and invested in assets. com. 5 per cent. au 1300 1300 38 We have full discretion to determine approved courses and education expenses covered by the Plan. About this Product Disclosure Statement (‘PDS’) The Lifeplan Education Bond (‘Fund’) is an investment product issued by Lifeplan. bankruptcy protection. com. A flexible additionally competitive scholarship plan with capacity tax benefits also features designed specifically to maximise education savings. com. 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 111 Gawler Place. INCEPTION DATE. Key benefits. They are uniquely designed for parents and grandparents to help them achieve financial self. 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. “Education bonds are a way of making sure you have the funds available. The Fund is an unlisted property fund that owns properties across Australia, diversified across convenience retail, office and industrial sectors. 237989 (‘Lifeplan’) is a leading provider of tax effective investment products, such as investment bonds, education bonds and funeral bonds. About this Product Disclosure Statement (‘PDS’) The Lifeplan Education Bond (‘Fund’) is an investment product issued by Lifeplan. 10Invest Capital Guaranteed Deferred Annuity Community Bond10060 LIF0109AU Australian Unity Property Income Open Daily. 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. com. The Catholic system is more financially demanding, with a total K-12 cost of around $229,640. "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: #. 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. (‘Lifeplan’), a wholly owned subsidiary of Australian Unity Limited ABN 23 087 648 888. 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. 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. Investment bond death claim discharge form. All codes are free and verified here!. 2. 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. Australia Ratings has reviewed and affirmed its credit rating of ‘BBB+’ on the Australian Unity Bonds (Bonds; ASX code: AYUHC and AYUHD), issued by Australian Unity Limited (AUL). 1300 1300 38. Other providers of education bonds in Australia include Australian Unity and Futurity Investment Group. Interest Payment - AYUHD - 14 July 2021. com. Fixed Interest Rate Lock Application Form PDF - 538. 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. Tax-effective. com. The company offers savings accounts, home and personal loans, credit cards as well as financial instruments such as equity funds, investment and education bonds, fixed incomes,. 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. au/wealth Investor Services enquiriesaustralianunity. A number of those tasks may relate to family or a relative’s finances and the estate, from dealing with their bank and paying for the funeral to working through. Lifeplan is part of the Australian Unity Group. com. 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. 10093 Australian Unity Wholesale Deposits LIF0162AU Open Daily 10109 Bennelong ex-20 Australian Equities Fund LIF6773AU Open Daily. About us Careers News &. com. au E investmentbonds@australianunity. 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. The product I purchased was a relatively new one from Australian Unity called 10invest and has really low fees and simple investment offerings - vanguard index funds. 21. com. ©2020 The Lifeplan Education Investment Bond is issued by Lifeplan Australia Friendly Society Limited (Lifeplan), ABN 78 087 649 492 AFSL 237989. 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. 237989 GPO Box 89 Adelaide SA 5001 T (Adviser) 1300 133 285 | F 1800 804 890 E [email protected]% when compared to 7 days ago and is -1. 68%. It specialises in the non-government education and community sectors, working with around 11,000 employers and managing over $12 billion in super savings. The Bond is about establishing a long-term plan for investing. gov. Additional life insured nomination form. com. Overseas interest rate hikes could hit Aussie investment market. 10096 LIF0706AU PIMCO Australian Bond Fund Open Daily Investment option list 29 March 2023. attract and maintain investment. au/wealth Investor Services enquiriesaustralianunity. When certifying documents, the approved certifier will need to sign this form PDF - 86. Read more & Learn about contribution limits. 3. 27/07/12. au E [email protected]% p. September 2022 (applies to the PDS dated after 1 May 2012) Lifeplan Education Bond Performance Update. Write to us: Australian Unity Bank Limited - Reply Paid 1801, Melbourne VIC 3001. Suncorp’s bond was also floating rate. With total assets of $1. Description. Performance and unit price - Closed funds. 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. Lifeplan. E: [email protected] KB. 00pm AEST . Beneficial owner information form. An investment bond is a unique tax-effective alternative to traditional savings and investment products. 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. 00pm and weekends 8. 2. com. Watching the performance of your investment return over time or check how your investment has performed during a period. 10-year pa. In this PDS, the terms ‘we’, ‘us’ and ‘our’ refer to Lifeplan. These bonds can be purchased through designated institutions where the products are regulated by APRA and the Life Act. Get access to your money at any time, even if it’s not for educational. Find out more. 237989. 11 September 2023. Tags: Media. Investment option list. Australian Unity 2022 Annual Report - 19 September 2022. 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. -ENDS- Media contact: T: 1300 408 776 E: media@australianunity. Tel: 13 29 39 . DomaCom 4/27 Crombie Avenue Bundall QLD 4217 Australia. Real Asset Management is the Investment Manager of the benefit funds within the plan. 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. au/wealt Ivest Services enquiriesaustralianunit. Established in 1840, Australian Unity is Australia’s first member-owned Australian Unity Investment Bonds Reply Paid 3753 elbourne IC 06 (no stamp required if mailed in Australia) If posting from outside of Australia, please send to: GPO Box 43 elbourne IC 3001 Contact us Australian Unity GPO Box 39 Melbourne IC 3001 australianunity. au E [email protected] your communication preferences to receive annual reports and notification of general meetings. com. 91% Woodside Petroleum 1. 21. Superannuation and retirement planning. The Board sets the strategic direction of the Group, its risk management framework and risk appetite. 1003. Please use BLOCK letters and a black or blue pen. “Traditionally funeral bonds had a limited structure and market and were sold to senior Australians seeking to meet future funeral expenses with the security of a capital guarantee”, he said. 13 29 39. Education Bonds are investment-linked life. Lifeplan Education Bond Weekly Unit Price Update Contact us Investor Services Adviser Services A Australian Unity E enquiries@australianunity. IT requirements include computers, notebooks, iPad, phones and other technology required by the student. com. You should check your fund manager or adviser statements to find out. Relative to the previous close share price of $100. Altius Green Bond Fund Altius Sustainable Bond FundEach Bond has a Face Value of $100. The hospital is operated by Unitas Healthcare as its major tenant under a 30-year lease. Happy Grandparents Day! What a great opportunity to recognise the essential role many grandparents play in the day-to-day life of Australian families. Investment Management Limited and UBS Global Asset Management (Australia) Limited. * If you have a FuneralPlan Bond and have assigned ownership to your funeral director you will not have access to this portal. Thanks for. a for balances more than $48,001. Complete the online form. Additional deposit and regular savings plan form. 1300 997 774. 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. Australian Unity Health Limited Chief Executive Officer Rebecca Windsor said the planned deferral acknowledges the impact of COVID-19 on health insurance members’ access to some health services. com. Direct Debit Form Return by post Send completed form together with relevant identification documents. The Fund also covers education programs for children with. The RAM Education Investment Plan operates as a Scholarship Plan in accordance with the Income Tax Assessment Act 1997. As always if you have any questions, please contact us on 13 29 39 if you need help. 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. NGS is run only to. It can be for yourself but most people use an Education Bond to invest in the future of their children or grandchildren. 237989, as the issuer of the Lifeplan Education Bond. E: jesse@communicationscollective. Monday to Friday - 8. Email enquiries@australianunity. University Achievements: - Bond University Vice Chancellor’s Scholarship (2012) - Placed on the Dean’s List for Academic Excellence (Semester 1, 2013) - First in Class. 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. 2bn in funds under management. This rating is the highest long-term rating in the intermediate category of creditworthiness on the rating scale of. 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”. A flexible press competitive bursary plan with potential tax benefits and functionality designed specifically to maximise education savings. 61% National Australia Bank 2. For personal use onlyCall adviser services. 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. 43, Australian Unity Bonds Series D's (AYUHD) current share price of $100. Once we’ve processed your claim, we’ll make a payment into your nominated bank or credit union account. au/wealth F 1800. A tax effective way to save for the long-term with a diverse range of investment options, estate planning features and child advancement options. com. Lifeplan Australia Friendly Society Limited ABN 787 087 649 492 AFS License No. au/wealth F 1800. Call 1300 670 230 Schedule a call. 237989 (‘Lifeplan’) is a leading provider of tax effective investment products, such as investment bonds, education bonds and funeral bonds. The fees for Residential Aged Care are based on your financial situation. 00. Australian Unity 271 Spring Street Melbourne VIC 3000 Investor Services enquiries@australianunity. Phone: +61 3 9616 8687 or 1300 997 774 Mon – Fri, 8:30am – 5:30pm AEST. Australian Unity has agreements with more than 500 private hospitals and day surgeries across Australia. Australia australianunity. 237989, as the issuer of the Lifeplan Education Bond. com. com. a robust and client-focused investment philosophy. A Product Disclosure Statement (PDS) has been issued for Lifeplan Education Bond (LEB), effective 29 March 2023. It can be for yourself but most people use an Education Bond to invest in the future of their children or grandchildren. Competitive salary package including travel allowance, mobile phone, laptop and more. 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. The value of each investor’s bond rises or falls with the performance of the underlying investments. 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. A term deposit provides certainty around the interest you will receive. About this Product Disclosure Statement (‘PDS’) The Lifeplan Education Bond (‘Fund’) is an investment product issued by Lifeplan. If you keep your investment bond for 10. These changes affected the maximum total contributions and the living allowance, per student or child. Australian Unity Bank Limited is wholly owned subsidiary of Australian Unity Limited. 29 Jun 2022. Who we are. au |W australianunity. 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. Email: australianunitywealth@unitregistry. au E investmentbonds@australianunity. 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. Get in touch Email us Have a question? Send us an email. The Platinum Investment Bond (Bond) is an investment vehicle that offers potential tax advantages not available through many other savings and investment products. 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. Travel insurance is issued and managed by AWP Australia Pty Ltd. Your employer pays your salary sacrificed contribution into your super fund. com. Lifeplan Australia Friendly Society Limited ABN 78 087 649 492 AFS License No. Investing for a child’s education through the Fund is simple, easy and tax effective. Australian Unity E [email protected] - 4. 2019 Community Bond : 25. 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. Statutory Declaration Applies 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. Contact us Investor Services Adviser Services Australian Unity E enquiries@australianunity. Australian Unity acknowledges the traditional owners of the lands and waters of Australia. a. 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. education (including TAFE) and special needs education, in Australia and overseas. 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. Ms Chung was appointed to the board of Australian Unity Limited on 30 June 2017 and appointed Chair on 26 October 2022. Call customer care. Commonwealth Bank Education avings Plan. Balances up to $500k are eligible to earn the bonus interest rate, however any balances above $500k. 237994, 271 Spring St, Melbourne, Victoria 3000. 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. BetaShares Global Energy Companies ETF Currency Hedged. 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. a first home buyer deposit. “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. a. This includes a social impact total of $1. 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. au E investmentbonds@australianunity. A large range of investment options to choose from with the ability to switch between options without personal tax consequences. estate planning. Education Savings Plan – Short Term Portfolio $, . over the period of the funeral bond.