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 NextGen Investments PDS
Lifeplan issued a new Product Disclosure Statement (PDS) on 21 February 2014 for Lifeplan NextGen Investments (NextGen). The PDS has been redesigned to simplify the content, provide greater clarity, and to introduce a new wholesale deposits investment option which invests in a range of term deposits and other money market instruments.
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 firstname.lastname@example.org 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.