Unique and highly tax-effective
Help your clients achieve education, wealth and estate planning goals.
What is an Education Bond?
Innovative Family and Individual Education Bonds catering for lifelong education funding.
Education Bonds have... significant taxation benefits and can deliver superior “after-tax” investment outcomes against other investment types.
An expansive investment menu of 22 options from leading Australian and international fund managers with active and... passive styles.
With a choice of sector-specific options or pre-set diversified options for set-and-forget investing.
Discretion to add and remove education beneficiaries across family and friends at any time.
Will-like Estate... Planning features ensuring your clients wishes are fulfilled.
Flexible intergenerational wealth transfers without tax implications.
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
To learn more about Education Bonds, contact our specialised Business Development team.
Futurity BDM team
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.
Forms and resources
Dealer Group Registration Form and Recipient Created Tax Invoice (RCTI) Agreement
Register your dealer group to receive Financial Adviser remuneration from us.
Memorandum of Transfer of Bond Ownership
Transfer the ownership of your Bond to another party
Education Benefit Claims & Other Withdrawals
Make Education Bond Claims or Other Withdrawals (Any Purpose).
Bond Switching and Rebalancing Form
Switch or re-balance your Bond’s Investment Option mix.
Change of Bond Details Form
Change your Bond term, contact details or appoint/nominate/replace an Education Beneficiary.
Adding a Life Insured Form
Add a Life Insured to your Bond.
Bond Estate Nomination Form
Nominate Bond Estate Nominee(s).
Make lump sum additional contributions to your Bond.
Regular Savings Plan Form
Set up or alter a regular Savings Plan.