Unique and highly tax-effective

Help your clients achieve education, wealth and estate planning goals.

What is an Education Bond?

Futurity wins two Plan for Life Excellence Awards

Futurity wins two Plan for Life Excellence Awards

Futurity is the proud recipient of two Plan for Life Excellence Awards 2020.

We were selected as the winner from amongst other industry players in the Education Bond and Customer Service Award categories of the 2020 Investment Bond Excellence Awards.

The Plan for Life Excellence Awards celebrate achievements and recognise excellence in product design and innovation across life insurance, investment and retirement solutions.

Plan for Life, Actuaries and Researchers, who instituted the Awards, is the leading independent supplier of Australian managed funds and life insurance market information with 30 years in business.

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Access our product overview, PDS and guide to establishing and managing your Bond

Case study: A family Bond operates like an education purposed discretionary trust to tax-effectively invest and make education claims.

Futurity Adviser Portal

Sign up for access to our Adviser Portal by contacting us today

The Adviser Portal contains valuable resources such as technical product information, case studies, sample SOA’s and more.

You can also initiate and track applications as well as view details of your existing clients’ holdings.

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Futurity customer forms

Access forms and resources to help your clients.

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Contact our dedicated Business Development team today

Contact us

To learn more about Education Bonds, contact our specialised Business Development team.

Futurity BDM team

1300 345 456