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Financial Adviser Resources
  • EdSaver

    EdSaver

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

    Learn More
    • EdSaver
    • What is an Education Bond
    • Tax Benefits
  • Education Bonds

    Education Bonds

    Explore our flexible, tax-effective Education Bond range

    Learn More
    • Education Bonds
    • Bond Products
    • Investment Strategy
    • Investment Options
    • What is an Education Bond
    • Tax Benefits
    • Cost of Education Calculator
  • Education Loans

    Education Loans

    Short term loans to help keep private school fees on track

    Learn More
    • Education Loans
    • For school administrators
  • Financial Advisers

    Financial Advisers

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

    Learn More
    • Financial Advisers
    • Financial Adviser Resources
    • Financial Adviser News
  • Insights
  • About Us

    About Us

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

    Learn More
    • About Us
    • News & Publications
    • Contact
    • Governance
    • FAQS
Apply

Apply

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

  • Apply for EdSaver
  • Apply for Education Bond
  • Apply for Education Loan
  • Education Bond via Financial Adviser
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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).

Access Now

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

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

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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)

Access Now

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).

Access Now

Education Benefit Claims or Other Withdrawals

Description

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

Access Now

Estate Finalisation Claim Form

Description

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

Access Now

Futurity acknowledges and pays respect to the past, present and future Traditional Custodians and Elders of this nation and the continuation of cultural, spiritual and educational practices of Aboriginal and Torres Strait Islander peoples.


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Contact Us

1300 345 456

EdSaver
  • What is an Education Bond
  • Tax Benefits
Education Bonds
  • Bond Products
  • Investment Strategy
  • Investment Options
  • What is an Education Bond
  • Tax Benefits
  • Cost of Education Calculator
Education Loans
  • For school administrators

EdSaver
  • What is an Education Bond
  • Tax Benefits
Education Bonds
  • Bond Products
  • Investment Strategy
  • Investment Options
  • What is an Education Bond
  • Tax Benefits
  • Cost of Education Calculator
Education Loans
  • For school administrators
Education Loans
  • For school administrators
Financial Advisers
  • Financial Adviser Resources
  • Financial Adviser News
Contact Us

1300 345 456

Financial Advisers
  • Financial Adviser Resources
  • Financial Adviser News
Insights
About Us
  • News & Publications
  • Contact
  • Governance
  • FAQS
  • Privacy Policy
  • Complaints Policy
  • General Advice Disclaimer
  • Target Market Determination
  • Terms & Conditions
  • Modern Slavery Statement
  • Whistleblower Policy
  • LinkedIn

Copyright © 2022 Futurity Investment Group Ltd ACN 087648879 — All Rights Reserved



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.