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Latest articles

A little can go a long way with investment bonds

30 May 2019 - Tax effective investment bonds are staging a strong comeback with Australian investors. Today’s investment bond provides people with a valuable alternative to invest across all the major asset classes. Used to fund major life expenses, complement superannuation or pay for aged care, investment bonds are a tax-effective choice. Let me tell you why.

Compulsory super – urgent changes required

23 Nov 2017 - Immature and untested, Compulsory Super needs to incorporate some of the major expenditure items in retirement for a retiree to live well. We discuss some much needed changes.

Australian Unity funeral bond set to disrupt market

25 Jul 2017 - Australian Unity today launched an innovative new investment product FuneralPlan Bond. With growth-oriented investment options the Bond is designed to provide returns greater than inflation and an option for investors not requiring a capital guarantee.

Government super changes are here, but majority unprepared

24 Jul 2017 - Despite significant media coverage, survey results released today by Australian Unity show the majority of Australians approaching retirement aren’t aware of or prepared for the government’s recent super changes.

Ability, not relationship, what informed young investors want from advisers

01 Jun 2017 - Younger investors are focused on technical ability and results, not long-term relationship, when evaluating their financial advisers – according to data from the latest bi-annual Lifeplan ICFS Financial Advice Satisfaction Index.

Super changes 2017

29 May 2017 - Considering investment bonds to complement your clients' Super


08 May 2009 - A merger proposal announced today by Australian Unity and Lifeplan Funds Management would combine two of Australia’s leading mutual companies and result in a diversified financial services group with anticipated funds under management of more than $7 billion.

Senior Media Manager