com. Located at 114 - 128 Albert Road in South Melbourne, The Alba offers residents premium assisted living and aged care accommodation including a wellness centre, café, cinema, multi-faith space, rooftop restaurant, lounge and recreational spaces. 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. 91% Woodside Petroleum 1. Lifeplan is a subsidiary of Australian Unity Limited ABN 23 087 648 888 (‘AustralianAustralian 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. Click on 'get sms OTP' to get your sms one time password. CSS ErrorBanking products are issued by Australian Unity Bank Limited ABN 30 087 652 079 AFSL/Australian Credit Licence No. Education Bonds: Tuesday 13th June 2000: Tuesday 7th March 2006 : Manchester Unity Total Care: Tuesday 13th June 2000: Monday 29th July. com. In this PDS, the terms ‘we’, ‘us’ and ‘our’ refer to Lifeplan. 10Invest is all about establishing a long-term plan. 32. 00 percent and. au/wealth F 1800. Lifeplan is part of the Australian Unity group. * If you have a FuneralPlan Bond and have assigned ownership to your funeral director you will not have access to this portal. Read More. 11 lbert Road South Melbourne IC 205 Fax 1800 4 90 Email [email protected] advice can be invaluable no matter your life stage, what life events have taken place, or where you are on your financial wellbeing journey. 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. Travel insurance is issued and managed by AWP Australia Pty Ltd. com. It seemed great, the returns seemed reasonable (actually very good) and they offer extra support outside the finance side of it, ie. Australian Unity - Investment bonds, Reply Paid 89, Adelaide SA 5001. Established in 1840, we were Australia's first member-owned wellbeing company, offering our members and customers health, wealth and care services. 1355. 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. Our financial advisers can help you create a personal plan to achieve your specific retirement goals. 30 billion (as at 30 June 2022) in funds under management (FUM) in education, investment and funeral bonds. au E investmentbonds@australianunity. Low Rate Visa Credit Card Application Form PDF - 1. 32. au/wealth F 1800. Australian Unity; 271 Spring Street, Melbourne VIC 3000 australianunity. 43, Australian Unity Bonds Series D's (AYUHD) current share price of $100. We want to help you prepare for education expenses ahead. Australian Unity will notify private health insurance members of how the deferral will impact them. 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. com. com. Our commitment. 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,. Wellbeing company Australian Unity today released its third impact report, Our Impact 2023, detailing its performance against environment, social and governance (ESG) criteria. over the period of the funeral bond. Australian Unity is committed to. These agreements mean that, depending on your level of cover, you should be covered for most in-hospital charges—minus any excess or co-payment you’re required. % p. e nd h e ash. au 1300. Ability to automatically increase your contribution levels each year. OPTION CODE. 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. Register now. The FuneralPlan Bond offers you: A tax effective and low-cost solution to managing funeral expenses. au/wealth Investor Services enquiriesaustralianunity. Lifeplan Education Bond Weekly Unit Price Update Contact us Investor Services Adviser Services A Australian Unity E enquiries@australianunity. Investing for a child’s education through the Fund is simple, easy and tax effective. 237989. Investment option list. The investment can then be transferred to the child/ren when they reach a specified age. Extra 20% Off All Plans. Australian Unity's subsidiary Lifeplan Friendly Society will take over Insignia's investment bond business, which operates under IOOF Ltd, valued at $1. Lifeplan Australia Friendly Society Limited ABN 787 087 649 492 AFS License No. 76 billion in social impact, secures $50 million Sustainability-Linked Loan with Westpac 10 Sep 2023. Regular withdrawal request form. The forecast internal rate of return for the SDA Fund is 9. 13 29 39. Interest payment AYUHC - 17 October 2022. Improve or maintain Centrelink entitlements while reducing tax. (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. 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. The information in this document is general information only and is not based on the objectives, financial situation or needs of any particular investor. 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. au or call 1300 1300 38. com. auwealthThis Policy sets out how Australian Unity1 handles your personal information. Email: australianunitywealth@unitregistry. The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group. 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]. au or call 1300 1300 38. 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). 90% p. Australia australianunity. au T 1300 1300 38 Adviser. IT requirements include computers, notebooks, iPad, phones and other technology required by the student. Memorandum of transfer form. bonds, education bonds and funeral bonds. Additional life insured nomination form. au Cont Australian nity 11 Alert Road Sout elourne I 3205 australianunity. 237994, 271 Spring St, Melbourne, Victoria 3000. 19/07/12 18/07/12. Fees and Costs Update: Lifeplan Education Bond . Eighteen month Term Deposit interest rate will increase by 0. Phone: +61 3 9616 8687 or 1300 997 774 Mon – Fri, 8:30am – 5:30pm AEST. * Fund closed. Lifeplan Investment Bond Product Disclosure Statement 21 October 2016 Issued by: Lifeplan Australia Friendly Society Limited ABN 78 087 649 492, AFS Licence No. com. 18%. Click on 'settings' then 'change password'. The Catholic system is more financially demanding, with a total K-12 cost of around $229,640. To change your details, manage your holding and update your communication preferences log on to Link Investor centre or call 1300 554 474. Futurity EdSaver is an Education Bond, which is a savings and investment product designed specifically to meet the costs of education. Contact us Investor Services Adviser Services Australian Unity E enquiries@australianunity. Email us at: [email protected]. 21. The $140 million hospital is owned by Australian Unity’s $3. Call customer care. Help & user. 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. 68%. Australian Unity has launched an education savings plan, the first issued by a major friendly society for more tAbout Australian Unity Established in 1840, Australian Unity is a member-owned wellbeing company with 260,000 members and more than 700,000 customers. Additional life insured nomination form. 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 Education Bond Weekly Unit Price Update Contact us Investor Services Adviser Services A Australian Unity E [email protected] AEST . Who we are. a. au Box Hill: [email protected] & assistance. We trace our origins back to a pub in Melbourne, where a group of eight people formed a friendly society to look after the health and wellbeing of its members. These benefits include potentially lower tax rates, the Education Tax Benefit and much more. 41%. au Joined February 2011. 32. 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. (‘Lifeplan’), a wholly owned subsidiary of Australian Unity Limited ABN 23 087 648 888. 09. The investment bond business is considered “adjacent” to Insignia Financial’s core strategic priorities, while IOOF Ltd’s policy holders are expected to benefit from joining Australian Unity. About The Alba. Find out more. Australian Unity Limited ABN 23 087 648 888 271 Spring Street MELBOURNE VIC 3000 T 13 29 39 Australia Wide F 03 8682 5555 W australianunity. 2. au 31 January 2023 Treasury Langton Cres Parkes ACT 2600 By email: [email protected] Unity and Lifeplan Lifeplan Australia Friendly Society Limited (Lifeplan) is a market leader in tax effective investment products, with $2. With regular contributions, you could benefit from compounding interest to create powerful opportunities for your future, in a tax effective way. 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. com. 10093 Australian Unity Wholesale Deposits LIF0162AU Open Daily 10109 Bennelong ex-20 Australian Equities Fund LIF6773AU Open Daily. A flexible additionally competitive scholarship plan with capacity tax benefits also features designed specifically to maximise education savings. com. au 1300 1300 38 We have full discretion to determine approved courses and education expenses covered by the Plan. The PDS can be found via our 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. 34. 30am - 5:30pm AEST. com. Australian Unity Investment bonds Reply Paid 9 delaide S 001. Superannuation and retirement planning. 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 E [email protected] the performance of your investment return over time or check how your investment has performed during a period. Call us. The development will comprise a two-level building for mixed use with retail accommodation. We call these “agreement private hospitals”. Login. Tax-effective. 45% of the entire amount of eligible income. 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. au 111 Gawler Place. You can invest as much as you like in the first year, then maximise your investment using the 125% rule thereafter. e nd h e ash. With total assets of $1. 5 per cent. Watching the performance of your investment return over time or check how your investment has performed during a period. Australian Unity 2022 Annual Report - 19 September 2022. Get in touch Email us Have a question? Send us an email. com. Find out more. com. The benefit of an investment bond over an education bond is that you don’t need to specify use the money for education. These bonds can be purchased through designated institutions where the products are regulated by APRA and the Life Act. The strategy of the Australian Unity - High Growth Bond managed fund is To invest in a diversified portfolio of Australian and international shares and cash. Document Certifiers List and Form. If you have any questions relating to what education expenses can be claimed, please call our Investor Services Team on 1300 1300 38. 237 989 (Lifeplan). Enter your new password. The Series C Bonds have a fixed margin of 2. 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. Beneficial owner information form. Along the way we pay tax to the ATO on your investment earnings at 30% company. The portfolio is currently valued at more than $30 million and includes six centres located in Queensland, Western Australia and Tasmania. Product: Lifeplan Education Bond Lifeplan Option Number Investment Option Name. 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. Established in 1840, Australian Unity is Australia’s first member-owned wellbeing company, delivering health, wealth and care services. 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. 49% Woodside. com. Read more >. General Manager of Australian Unity Financial Advice & Personal Financial Services. If you keep your investment bond for 10. Futurity Education Bond Range. Your employer pays your salary sacrificed contribution into your super fund. 17% FUT DEC 23 SFE 3Y T-BOND 2. Read more here. About Australian Unity and Lifeplan Lifeplan is a market leader in tax effective investment products, with $2. Tax-effective. 00am - 6. In our continuing efforts to care for the environment, we encourage you to receive notices of general meetings and our annual report via email. 30% p. 237989. 237989 Lifeplan Investment Bond Australian Unity Applications Australian Unity Group is a national healthcare, financial services and independent & Applications for. Each document is a guide only and should not be relied upon as taxation advice. E: [email protected] KB. It is not intended to be presented to or used by retail investors. Australian Unity - Investment bonds, Reply Paid 9, Adelaide SA 001 (no stamp required if mailed in Australia) If posting from outside of Australia please send to ead Office: 11 Albert Road, South Melbourne IC 205 Fax 100 04 0 Email enquiries@australianunity. Learn more here. A tax effective way to save for the long-term with a diverse range of investment options, estate planning features and child advancement options. The Pro-D High Growth Fund holds a diversified portfolio of investments across major asset classes. 2019 . I had a representative from the Australian Scholarship Group pay me a visit and ran me through the in's and outs of the program. Lifeplan Education Bond Issued y ifeplan ustralia riendl Societ imited (Lifeplan) BN 8 4 492 FS icence No. A flexible and competitive scholarship plan with potential tax benefits additionally features designed particularly to maximise education savings. Education Savings Plan – Short Term Portfolio $, . Likes. 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. E: media@australianunity. 2013 - 2017. au/wealth F 1800. au. 18/07/12. au/wealtAustralian Unity strengthens investment bond offering. Investment bond death claim discharge form. What it means to be a member of Australian Unity. This corporation was registered on 1993-09-22 and was issued with the 087648888 ACN. gov. Lifeplan has total funds unde r management and administration of $1. 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. Funds Management. Right now, we’re recruiting for a range of allied health roles to support our customers in the community. In the case of a $10,000 investment achieving a. Estate administration refers to paying debts and taxes and distributing assets to the beneficiaries as specified in a will. gov. DomaCom 4/27 Crombie Avenue Bundall QLD 4217 Australia. Most respondents were aged 30-49, in married or de facto relationships and from all states. Learn about what it means to be a Member of Australian Unity. Education bonds are a tax-effective hybrid between an investment product and a life insurance policy. They don’t only offer domestic support, such as cleaning and shopping, carers are encouraged and supported to think more broadly about a customer’s wellbeing and what matters to them. Watching the performance of your investment return over time or check how your investment has performed during a period. enquiries@australianunity. Get in touch Email us Have a question? Send us an email. At Australian Unity, we provide you and your employees with the professional counsel and guidance needed to get the maximum benefit from your superannuation arrangements. The Platinum Investment Bond (Bond) is an investment vehicle that offers potential tax advantages not available through many other savings and investment products. Australian Unity - Investment bonds, Reply Paid 9, Adelaide SA 001 (no stamp required i mailed in Australia) I posting rom outside o Australia please send to ead Office: 271 Spring Street, Melbourne IC 000 Email [email protected] billion (as at 31 December 2020) in funds under management (FUM) in education, investment and funeral bonds. Contact details: Australian Unity Limited 271 Spring Street Melbourne VIC 3000 . ve nd. However, AULOur expertise. 29 Jun 2022. 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. vn synthesis and compilation. au Rowville: rdc@australianunity. Email us. Australian Unity’s Home Health CEO Prue Bowden said the company was proud to be winners at. Australian Unity (Wealth (Investment Bonds) offers three tax effective investment solutions that can be used for wealth creation, estate planning or as an alternative to complement superannuation. 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”. We’ve been doing this for over 180 years. Tweets. Understanding the basics of investing is the first step in your wealth-creation journey. Lifeplan Australia Friendly Society Limited ABN 78 087 649 492, AFS License No. Lifeplan is a subsidiary of Australian Unity Limited ABN 23 087 648 888 (‘Australian Unity’) and is part of the group ofApplies to Australian Unity Investment Bonds, Australian Unity Education Savings Plan, Australian Unity Grand Bonds Assurance Fund policies only Please complete this section only if you do not have the original Certificate of Membership. You can withdraw your. To provide investors with a means of providing funds towards the cost of their funeral in a tax advantaged environment. com. Call customer care. “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. T . Lifeplan is part of the Australian Unity group. risk insurance. Benchmark (RBA Bank accepted Bills 90 Days) Eureka Asset-backed Loan Fund. 76 billion for the 2023 financial year—an increase from $1. 8 billion Healthcare Property Trust (AUHPT)—the largest unlisted healthcare REIT in the country—will re-open on Monday 6 March for a limited period to seek to raise approximately $350 million to provide funding for upcoming acquisitions and developments and to strengthen its balance sheet by reducing gearing. The RAM Education Investment Plan operates as a Scholarship Plan in accordance with the Income Tax Assessment Act 1997. Nomination of beneficiary form. About Australian Unity Established in 1840, Australian Unity is a member-owned wellbeing company with more than 385,000 members and. A Australian Unity E enquiries@australianunity. 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. au 13 29 39 03 8682 5057 Adviser Services investments@australianunity. If that’s the case, we want to hear from you. This rating is the highest long-term rating in the intermediate category of creditworthiness on the rating scale of. E. Call on 1300 790 740 Prefer to chat? Call us Mon - Fri 8. All codes are free and verified here!. 34% below AYUHD's 52-week high of $101. This covers day-to-day living costs such as meals, laundry cleaning and power. Can invest a single amount or can choose to add to your initial investment each year. AUIBL takes full responsibility for this PDS. Tags: Media. 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. 27/07/12. Education. 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. Performance charts for Australian Unity Capital Guaranteed Funeral Bond - Untaxed Fund (AUS0305) including intraday, historical and comparison charts, technical analysis and trend lines. Call us on 1300 790 740. Investment and Education Bonds. com. 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. education (including TAFE) and special needs education, in Australia and overseas. Lifeplan Education Bond Weekly Unit Price Update Contact us Investor Services Adviser Services A Australian Unity E enquiries@australianunity. Get access to your money at any time, even if it’s not for educational. AUSTRALIAN UNITY INVESTMENT BONDS PTY LTD Company Profile | South Melbourne, VICTORIA, Australia | Competitors, Financials & Contacts - Dun & BradstreetDiscover. You should check your fund manager or adviser statements to find out. Issuer name Lifeplan Australia Friendly Society Limited Issuer AFSL 237989 Issuer ABN 78 087 649 492The smart choice for tax effective investing. Means-tested care fee. Investment option list. 30am to 5. Just now you’ve seen the investment bonds australia collection, hurry up and download the images the best picture about investment bonds australia. Alternatively, our Individual Education Bonds allow you to tailor separate investments for each beneficiary. 237989 (‘Lifeplan’) is a leading provider of tax effective investment products, such as investment bonds, education bonds and funeral bonds. Please use BLOCK letters and a black or blue pen. Education Bonds are investment-linked life. 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. Investment bond death claim discharge form. For information on your Bond, please call your funeral director directly. 00pm AEST . 7%: ANZ/OnePath: Investment Savings Bond: OnePath Managed Growth: 2. 338 Following. Find answers to any questions you may have about Australian Unity Membership and benefits. 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. 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. We can help you with: budgeting and managing your money. Wealth manager Australian Unity is making its first foray into the childcare sector, launching this month a new fund, seeded with six facilities worth $30 million, with another 12 centres in due. 3%: Average. Australian Unity Full Year Accounts - 7 September 2021. 10. You don't need to declare on going earnings in your annual tax return. 237989. E: jesse@communicationscollective. com. ABN 78 087 649 492 AFSL 237989 Return by Post to: Reply Paid 89 Lifeplan Funds ManagementPetinsurance. Six month Term Deposit interest rate will increase by 0. 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. University Achievements: - Bond University Vice Chancellor’s Scholarship (2012) - Placed on the Dean’s List for Academic Excellence (Semester 1, 2013) - First in Class. 9%: Centuria : Centuria Investment Bond: Growth Bond Fund: 1. com. Find out the current estimated costs for public, private, and Catholic schools in Australia. 5. Getting to know customers’ preferences is inherent to a care workers role. 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. September 2022 (applies to the PDS dated after 1 May 2012) Lifeplan Education Bond Performance Update. Withdraw for a wide range of educational expenses, not just tuition fees. 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. Lifeplan is a subsidiary of Australian Unity Limited ABN 23 087 648 888 (‘Australian Unity’) and is part of the group ofAustralian Unityhas restructured its life insurance operations, including its bond products, and has spun two d4 of 4 Investment Bond Death Claim Discharge Form 6. Other providers of education bonds in Australia include Australian Unity and Futurity Investment Group. Below is a guide to help you understand which fees may apply to you. com. a. 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. com. The information on this webpage is general information only and is not based on the objectives, financial situation or needs of any particular investor. Education bonds are a tax-effective hybrid between an investment product and a life insurance policy. About Australian Unity and Lifeplan Lifeplan is a market leader in tax effective investment products, with $2. The Fund also covers education programs for children with. Australian Unity - Capital Guaranteed Funeral Bond - Managed Fund. 1 MB. These are outlined below. Investment Management Limited and UBS Global Asset Management (Australia) Limited. com. au. It specialises in the non-government education and community sectors, working with around 11,000 employers and managing over $12 billion in super savings. Email enquiries@australianunity. com. Useful information and content for Australian Unity advisers and partners. 84% National Australia Bank Ltd NCD 3. bankruptcy protection. Offering all the features of an Investment Bond, an Education Bond also has special Education Tax. (This is your standard salary, less the amount you are contributing to your super). Wherever you’re at, the Lifeplan Investment Bond will help keep your goals on track, with a diverse range of investment strategies for: tax effective portfolio management. Australian Unity Limited 2022 AGM Chair and GMD Address - 26 October 2022. With a diverse tenant base that. Investments made will be in accordance with the following parameters: Asset allocation ranges (with benchmarks in brackets) Australian shares 35-45% (40%), international.