Unique and highly tax-effective

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

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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What is an Education Bond?


Collateral

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.

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

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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EDUCATION BONDS

Forms and resources

Name

Description

Dealer Group Registration Form and Recipient Created Tax Invoice (RCTI) Agreement

Description

Register your dealer group to receive Financial Adviser remuneration from us.

Memorandum of Transfer of Bond Ownership

Description

Transfer the ownership of your Bond to another party

Education Benefit Claims & Other Withdrawals

Description

Make Education Bond Claims or Other Withdrawals (Any Purpose).

Bond Switching and Rebalancing Form

Description

Switch or re-balance your Bond’s Investment Option mix.

Change of Bond Details Form

Description

Change your Bond term, contact details or appoint/nominate/replace an Education Beneficiary.

Adding a Life Insured Form

Description

Add a Life Insured to your Bond.

Bond Estate Nomination Form

Description

Nominate Bond Estate Nominee(s).

Contribution Form

Description

Make lump sum additional contributions to your Bond.

Regular Savings Plan Form

Description

Set up or alter a regular Savings Plan.