Financial Adviser Resources

EdSaver
EdSaver

Futurity’s EdSaver is designed to help you save and invest for your family’s future education expenses.

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Education Bonds
Education Bonds

Explore our flexible, tax-effective Education Bond range

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- What is an Education Bond
- Tax Benefits
Education Loans
Education Loans

Short term loans to help keep private school fees on track

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- Education Loans
- For school administrators

For Financial Advisers
For Financial Advisers

Futurity can help your clients achieve education, wealth and estate planning goals

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Insights
About Us
About Us

Read more about our mutual structure, our history and our passion for education

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- FAQS

Apply

Our streamlined process makes applying for our Education Bonds, EdSaver or Loans easy

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Forms and resources

Financial transaction forms

Name

Description

Switching and Rebalancing Form

Description

Switch or re-balance your Investment Option mix.

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Contribution Form

Description

Make lump sum additional contributions.

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Education Benefit Claims or Other Withdrawals

Description

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

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Savings Plan Form

Description

Set up or alter a regular Savings Plan.

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Forms and resources

Non-financial transaction forms

Name

Description

Adding a Life Insured Form

Description

Add a Life Insured.

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Appointing or Replacing a Bond Guardian

Description

Appointing or Replacing a Bond Guardian

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Appointing or Replacing a Bond Representative

Description

To appoint or replace a Bond Representative.

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Bond Estate Nomination Form

Description

Nominate Bond Estate Nominee(s).

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Bond Guardian Activation Form

Description

To activate the authority of a Bond Guardian to act on behalf of a Bond Owner due to their death or mental or physical incapacitation.

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Change of Details Form

Description

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

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

Description

Download

Education Claim Authorisation Form

Description

For Bond Owner to authorise the Education Beneficiary to make Claims.

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Transfer of Ownership

Description

Transfer the ownership to another party.

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Forms and resources

Claim forms

Name

Description

Bond Term Death Maturity Claim Form

Description

When your Bond or EdSaver reaches the end of its Bond term  - (when death of the last Bond Owner is selected)

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Bond Term Maturity Claim Form

Description

When your Bond or EdSaver reaches the end of its Bond Term (when a set number of years is selected).

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Education Benefit Claims or Other Withdrawals

Description

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

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Estate Finalisation Claim Form

Description

When the last Life Insured passes away prior to the Bond Term expiring.

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The information in this website contains general advice only and does not take into account your objectives, financial situation or needs. Before you act on any advice in this website please consider whether it is appropriate to your personal circumstances. You should also read the relevant Product Disclosure Statement and download the Application Form which are both available on our website, or you can obtain a copy by calling us on 1300 345 456.

Product issuer and finance provider is Futurity Investment Group Limited, ACN 087648879, AFSL 236665, ACL 236665.

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