The Lifeplan Investment Bond is issued by Lifeplan Australia Friendly Society Limited ABN 78 087 649 492 AFS Licence number 237989 (‘Lifeplan’), a wholly owned subsidiary of Australian Unity Limited ABN 23 087 648 888. Products are issued by Lifeplan. Information provided here is indicative and general in nature and has not taken into account your or your client's objectives, financial situation or needs. Any decisions relating to a financial investment should only be based upon a consideration of your overall objectives, current and anticipated situation or needs, and should not be influenced by historical data such as past performance. You should read the Product Disclosure Statement (PDS). The PDS, Additional Information Document (AID), and Target Market Determination (TMD) is available on this website.

Any tax information provided here and in any disclosure documents is general in nature and is only intended to provide a guide on how tax may affect investors. Tax laws may change in the future and may affect an investor’s tax position. Investors should seek independent tax advice relevant to their circumstances.