INVESTOR LINE: 1300 1300 38
ADVISER LINE: 1300 133 285
Lifeplan Funds Management is a leading specialist fund manager and provider of investment products, and one of the largest managers of friendly society and investment bonds in Australia. Lifeplan has a range of competitive, flexible and tax effective investments suitable for the different stages of your life:
- Lifeplan NextGen Investments - tax effective investment for building and controlling wealth. It also includes unique estate planning features and the ability to invest for a child’s future needs.
- Lifeplan Education Investment Fund - simple, flexible, tax effective way of saving for a child's future.
- FuneralPlan Bond - peace of mind, tax effective funeral bond with social security benefits.
The 'Quick Links' menu on the right of screen provides quick access to our services, alternatively you can go to Lifeplan Products to see our full list of our investments and savings products. Each of these product pages will provide you with a snapshot of all documents, forms, interest rates, unit prices and general information including product updates that are relevant to the particular product.
New Supplementary Product Disclosure Statements ('SPDSs') for NextGen Investments and Lifeplan Education Investment Fund
The SPDSs update the respective funds PDSs for changes to the Anti-Money Laundering and Counter Terrorism Financing ('AML/CTF') Act 2006 and the introduction of the US Foreign Account Tax Compliance Act ('FATCA') where applicable.
The Application Forms have also been updated as a result of these changes. Below is a snapshot of the new requirements.
The new SPDSs are available for download now.
Foreign Account Tax Compliance Act (FATCA)
From 1 July 2014, we intend to meet any requirements imposed under Australian legislation, designed to give effect to the FATCA agreement between Australia and the United States. This may include registering legal entities associated with our investment products with the United States authorities, collecting certain information from investors, reporting payments made in respect of client investments and retaining information to meet record keeping requirements.
Anti-Money Laundering (AML) / Counter Terrorism Financing (CTF) law changes
Recent changes have also been made to the AML/CTF laws and rules which implement a number of measures including, among other things, requirements for reporting entities to take reasonable steps to identify and verify the beneficial owners of customers who are companies, trusts, partnerships, incorporated/unincorporated associations, registered cooperatives and government bodies as well as enhanced due diligence on domestic politically exposed persons. Beneficial owners are generally persons who ultimately have direct or indirect control or ownership over the entity which is the customer for AML purposes. The source of wealth/funds will also be required to be provided. These changes took effect from 1 June 2014 and Lifeplan Funds Management is in compliance with the AML/CTF requirements.
If you have any questions call the Investor Services team on 1300 1300 38 or email firstname.lastname@example.org.
Lifeplan accepts faxed and scanned applications (Adviser Use Only)
Lifeplan accepts faxed and scanned documents (this includes applications, claims etc). Scanned documents can be emailed to email@example.com or faxed to 1800 804 890. Please note that we can only process an application after we receive the initial contribution.
Before using fax and email for sending applications, please read the ‘Terms and Conditions for fax and email instructions’ in the relevant Product Disclosure Statement or Disclosure Document.
If you have any queries, please contact the Adviser Services team on 1300 133 285.
Fast track the application process by using BPAY® (Adviser Use Only)
To speed up the application process, the initial contribution payment can be made using BPAY® before sending the application form to us. To obtain Lifeplan’s BPAY® biller code and your customer reference number, please call our Adviser Services team on 1300 133 285.
Lifeplan ICFS Financial Advice Satisfaction Index
Every six months, the University of Adelaide conducts the Lifeplan ICFS Financial Advice Satisfaction Index, a tool sponsored by Lifeplan for financial advisers wishing to improve their levels of client service. Read more
Protecting your privacy
These products are issued by Lifeplan Australia Friendly Society Limited ABN 78 087 649 492, AFS Licence No 237989. Information provided here is indicative only. In any decision, you should only rely upon the content found in the relevant Product Disclosure Statement or Disclosure Document, which you must read, since an investment can only be processed from an application form attached to it. Any decisions relating to a financial investment should only be based upon a consideration of your overall objectives, current and anticipated situation or needs, and should not be influenced by historical data such as past performance.