Wealth

Investment bonds adviser resources

The tools and resources you need to make it easier to help your clients achieve financial wellbeing.  

Adviser portal

Access your client’s account details.

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Forms

All policy management forms such as change of details, additional deposits, and withdrawals.

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Unit prices & performance 

All fund performance and unit price details.

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Documents

All important disclosure documents such as the Product Disclosure Statements and Additional Information Documents.

Documents

Quicklinks

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Client guide

Building wealth, securing futures, connecting generations

A practical guide to using investment bonds as a strategic pathway to long-term wealth accumulation and wealth transfer.

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Strategy guide

Why investment bonds are growing in popularity

A practical guide to using investment bonds as a strategic pathway to long-term wealth accumulation.

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Strategy guide

Rethinking estate planning for an intergenerational Australia

A practical guide to helping clients structure, protect and transfer wealth across generations while balancing control, simplicity and tax effectiveness.

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Lifeplan Investment Bond

A comprehensive, versatile & tax effective investment bond, which can be used to build wealth, without increasing your personal income tax liability.

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Lifeplan Education Bond

A flexible and competitive scholarship plan with potential tax benefits and features designed specifically to maximise education savings. Read more & Learn about contribution limits.

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FuneralPlan Bond

Plan ahead with peace of mind. The FuneralPlan Bond helps ease the burden on loved ones by setting aside funds for your funeral, offering capital guarantees, investment growth, and potential tax and social security benefits.

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Business Support

Appointment of Chief Executive Officer & Group Executive - Wealth and Capital Markets

2026 Statements

With the financial year now over, it's time to start thinking about lodging your tax return.

Australian Unity approved product list

Important Information

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.

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Bonds 1300 133 285 Mon-Fri, 9.00am-5.30pm
Funds 1300 997 774 Mon-Fri 8.30am-5.30pm

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Investment bonds adviser resources

The tools and resources you need to make it easier to help your clients achieve financial wellbeing.

Adviser portal

Forms

Unit prices & performance

Documents

Quicklinks

Educational resources

Building wealth, securing futures, connecting generations

Why investment bonds are growing in popularity

Rethinking estate planning for an intergenerational Australia