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.
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.
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.
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.
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.