The Australian Unity office in Spring Street, Melbourne has closed from 11:59pm Wednesday 5th August as a result of COVID-19 Stage 4 restrictions. Find out how this will impact the processing of your applications and other requests. Find out more
To help you manage the end of financial year, we've provided some helpful information. You can see when your statements will be available, what you may need to prepare your income tax return and how you can sign up to online statements.
I need information about preparing my income tax return
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These guides may assist Australian resident individual investors in preparing their income tax return for the financial year ended 30 June 2020. Each document is a guide only and should not be relied upon as taxation advice.
Download the Tax Guide which is appropriate for your investment type:
When will my 2020 statement be available? (Investment Bonds, Education Bonds and Funeral Bonds)
2
Our expected mailing dates for the financial year end statements are listed below. These dates may be subject to change and we recommend that you check this page regularly for the latest information.
In normal circumstances you should allow up to seven working days from the date listed to receive your statements by post, however you may experience further delays with Australia Post due to the impacts of Covid-19. We highly recommend you switch your statement preference to email so we can deliver your statements to you in a timely manner.
If you have opted in to receive electronic statements you will receive an email when it is available for download via the Investor Portal.
Investment Bonds, Education Bonds and Funeral Bonds
Expected mailing date
10Invest
End of September
Australian Unity Education Savings Plan
End of September
Capital Guaranteed Deferred Annuity
End of September
Commonwealth Bank Education Savings Plan
End of September
Community Bond
End of September
Flexishield Investment Bond
End of September
Funeral Bond
Mid October
FuneralPlan Bond
Mid October
Lifeplan Education Bond
Mid October
Lifeplan Education Savings Plan
End of September
Lifeplan FlexiGrowth
End of September
Lifeplan Investment Bond
Mid October
Lifeplan TaxSmart Investments
End of September
Rollover Deferred Annuity
End of September
Student Tax Statements (only when an education claim has been made)
Early August
Tax Minimiser Funeral Bond
Mid October
Tax Minimiser Investment Bond
End of September
Wealth Builder Investments
End of September
When will my 2020 end of year statement be available? (Property and Investments)
2
Our expected mailing dates for the financial year end statements are listed below. These dates may be subject to change and we recommend that you check this page regularly for the latest information.
In normal circumstances you should allow up to seven working days from the date listed to receive your statements by post, however you may experience further delays with Australia Post due to the impacts of Covid-19. We highly recommend you switch your statement preference to email so we can deliver your statements to you in a timely manner.
If you have opted in to receive electronic statements you will receive an email when it is available for download via the Investor Portal.
Managed Funds – Property and Investments
Expected mailing date
Altius Bond Fund
Mid-August
Altius Sustainable Bond Fund
Mid-August
A-REIT Fund
Mid-August
AU Wholesale Cash Fund
Mid-August
Australian Unity Real Estate Securities Fund
End of August
Balanced Growth Portfolio
End of August
Diversified Property Fund
End of August
Healthcare Property Trust
End of August
Long Duration Bond Fund
Mid-August
Platypus Absolute Return Fund
End of August
Platypus Australian Equities Fund Wholesale
End of August
Platypus Systematic Growth Fund
Mid-August
Pooled Mortgage Fund
End of August
Private Cash Trust
Mid-August
Pro-D Balanced
End of August
Pro-D Growth
End of August
Pro-D High Growth
End of August
Property Income Fund - Wholesale
End of August
Property Securities Fund
End of August
Retail Property Fund - Retail
End of August
Retail Property Fund - Wholesale
End of August
RVIN's
Mid-August
Select Mortgage Income Fund
End of August
Talaria Global Equity Fund Foundation
Mid-August
Talaria Global Equity Fund Hedged
Mid-August
Talaria Global Equity Fund Wholesale
Mid-August
Talaria Spectrum Fund
Mid-August
How can I access my statement online?
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With our Investor Portals you can opt into electronic 2020 financial year statements. If you opt in by 31 August 2020 we’ll email you to notify you when your 2020 financial year statement is available in the portal.
The Investor Portals allow you to access your account details anytime, anywhere - providing you with easy access to information that will help you understand and manage your investments.
Step one - Login or register^ for Investor Portal access:
Investment bonds - If you have a valid email address on file with us, you can self-register online here or call 1300 1300 38 for assistance.
Not sure if your product is available for Investor Portal access? Click here to check.
Step two - Select ‘yes’ to electronic statements
Once you’ve logged into the Investor Portal you’ll be able to select your preference for electronic statements and communications.
Step three - Keep your details up to date
It's important to keep your email address up to date so we can notify you when your electronic statements are available to view in the Investor Portal. Simply update your contact details in the Investor Portal or by contacting our Investor Services team.
Need assistance?
Contact us if you need any assistance or further information.
^ For select products only.
If you have one of the following Investment Bonds, Education Bonds or Funeral Bonds you will be able to access your statement via the Investor Portal:
Lifeplan Investment Bond
Lifeplan Education Bond (& Australian Unity Education Savings Fund)
FuneralPlan Bond
Capital Guaranteed Deferred Annuity
Commonwealth Bank Education Savings Plan
Community Bond
AU Education Savings Plan
Lifeplan Education Savings Plan
Lifeplan FlexiGrowth Investment
Lifeplan Flexishield Investment Bond
Lifeplan Funeral Bond
Lifeplan TaxSmart Investments
Rollover Deferred Annuity
Tax Minimiser Funeral Bond
Tax Minimiser Investment Bond
Wealth Builder
The purpose of this calculator is to provide an estimate into the future of the total cost of education per student. It provides a result that is based upon current assumptions, such as the cost of private and public school education (which is derived from statistical data of costs paid through the Education Savings Fund operated by Lifeplan Friendly Society Limited). It assumes an annual increase of cost at the rate of 5.3%pa which is based on ABS data and using a historical period of 16 years. The information provided by this calculator is general in nature and is not intended as financial, personal or taxation advice. Neither the calculator, nor the results take into account any individual circumstances, financial situation or needs. You should consider obtaining professional advice before making any decision after using this calculator.
Apply today for the Education Savings Fund
Please enter your details below to download the Product Disclosure Statement and the accompanying Application form for the Education Savings Fund
If you have any questions please feel free to give us a call on
1300 617 670.