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Wealth
If you have any queries regarding the announcement or Australian Unity, please contact 1300 133 285 or email bonds@australianunity.com.au
If you would like to learn more about our product set or discuss how you can utilise investment bond strategies with your clients, please reach out to our experienced and knowledgeable specialist business development team
Effective from 29 August 2025, we will no longer accept or process new applications for investors into the IOOF WealthBuilder investment bond.
We continue to pursue our strategy to streamline our product offerings and focus on our full-featured offerings, whilst maintaining quality services for our adviser network and valued existing clients.
Existing investors and advisers do not need to take any action.
However, advisers or investors that are interested in opening a new investment bond product will need to consider alternative options.
At Australian Unity, we seek to support the financial wellbeing and resilience of our members and customers through the delivery of tailored products and services. We are a leader in the investment bonds sector with combined funds under management of over $3.8bn and 175,000 members and customers (as at 30 April 2025).
We are committed to growing and investing in investment bond products that help our customers plan for key life events and milestones.
Lifeplan Investment Bond
A comprehensive investment bond with an extensive and diverse range of investment options, it’s designed to help build wealth. You can also use it for effective estate planning, child advancement or to complement superannuation savings.
10Invest
A simple, online, low-cost investment bond with six investment options – Vanguard® to choose from. It’s designed to be straightforward—perfect for investors new to the world of investing and wanting to start long-term saving.
Lifeplan Education Bond
A scholarship plan designed to help parents, grandparents, guardians and students save for education costs.
FuneralPlan Bond
An easy way to put money aside or save up to meet the costs of a funeral.
The information provided is general information only and does not take into account your objectives, financial situation or needs. You should consider seeking professional financial and taxation advice tailored to your personal circumstances. Before making any decisions regarding your policy, you should consider the relevant Product Disclosure Statements (PDS). The PDS and the Target Market Determination (TMD) for the respective products are available on our website.
There will be no changes to your existing client’(s’) product(s) or in the way that they interact with us.
Existing IOOF WealthBuilder clients can continue to:
add to their existing investment through one-off applications or through Regular Savings Plans;
switch underlying investment options; and
make withdrawals through one-off requests or through the Regular Withdrawal Facility.
Similarly, access to Portfolio Online for advisers remains unchanged. You can find the latest information and forms on the new IOOF WealthBuilder webpage located here: australianunity.com.au/wealth/save-for-the-future/aulbl-wealthbuilder