Forms and FAQs

Australian Unity Investment Bonds

Looking for help? You'll find forms and frequently asked questions about Lifeplan here.

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Investment Bond
Additional Deposit and Regular Savings Plan Form
Investment option list
Additional Life Insured Nomination Form
Advice Fee Instruction Form
Beneficial Owner Information Form
Change of Details Form
Memorandum of Transfer Form
Nomination of Beneficiary Form
Switch Option Form
Withdrawal Request Form
Lifeplan Education Bond
Additional Deposit Form
Advice Fee Instruction Form
Direct Debit
EasyClaim Form
Living Away From Home Declaration Form
Plan Beneficiary Nomination Form
Plan Guardian Nomination Form
Student Authority Form
Student Nomination Form
Switch Option Form
Option Codes
FuneralPlan Bond
Additional Contribution Instalment Plan
Application for funeral Benefit
Client Care Statement (QLD residents only)
Funeral Director Nomination
Switch Option
Commonwealth Bank Education Savings Plan
Additional Contribution
Direct Debit
EasyClaim
Living Away From Home
Plan Beneficiary Nomination
Plan Guardian Nomination
Student Authority
Student Nomination
Switch Option
FSC or FPA Identification Forms AML
Associations
Beneficial owner information
Australian Regulated Trusts (incl SMSF)
Australian Companies
Certifiers List
Foreign Companies
Government Body
Individual and Sole Traders
Partnerships
Registered Co-operatives
Australian Unregulated Trusts and Foreign Trusts
Verifying Officers
Generic Forms and Documents
Approved Certifiers List
Investment Options List
Tax Residency Information Form
Investment Bonds 2018 Tax Guide
Investor Identification Forms AML
Beneficial Owner Information
Approved Certifiers List
Government Body
Investor Identification Form Associations
Investor Identification Form Companies
Investor Identification Form Individuals and Sole Traders
Investor Identification Form Partnerships
Trustees
Lifeplan Education Savings Plan
Additional Contribution Form
Beneficiary Nomination Form
Direct Debit Authority Form
EasyClaim Form
Plan Guardian Nomination Form
Student Authority
Student Nomination Form
Lifeplan FlexiGrowth Investment
Additional Deposit Form
Direct Debit Request Form
Nomination of Beneficiary Form
Regular Income Option Form
Switch Request Form
Withdrawal Form
Lifeplan TaxSmart Investments
Additional Deposit Form
Direct Debit Form
Nomination of Beneficiary Form
Regular Withdrawal Option Form
Switch Request Form
Withdrawal Form
Tax Minimiser Funeral Bond
Application for Funeral Benefit Form
Tax Minimiser Investment Bond
Additional Deposit Form
Fax Agreement
Nomination of Beneficiary
Regular Income Option Form
Switch Request Form
Withdrawal Form

Are you a registered adviser with Australian Unity?

Take advantage of adviser resources an online applications available via our dedicated adviser portal. Registered advisers can:

  • Submit application forms to invest in Australian Unity investment bonds on behalf of clients.
  • Access our full suite of online tools, calculators and adviser resources to help you manage client's needs.

It's free to register, simply complete our online registration form or call us on 1300 133 285.

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