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 Insurance Bonds in Australia. Lifeplan has a range of competitive, flexible and tax effective investments suitable for the different stages of your life, including:
The 'Quick Links' menu on the right of screen provides quick access to our services, alternatively you can go to Lifeplan Products to see a full list of our investments, loans 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.
Lifeplan Australia Building Society has combined with Big Sky Credit Union
Lifeplan Australia Building Society combined with Big Sky Credit Union on 1 March 2012 and the combined entity will now operate as Big Sky Building Society. Your banking remains business as usual, and all deposits, loans and mortgages will continue under the Big Sky Building Society brand. For further information, please visit the Big Sky Building Society website.
New PDSs and investment menu changes for NextGen and LEIF
Lifeplan is pleased to announce that it has issued new Product Disclosure Statements (PDSs) on 1 May 2012 for two of its flagship product offerings:
Changes made in the new PDSs have been designed to comply with the changes required by the Federal Government’s Future of Financial Advice (FoFA) reforms.
In addition, responding to feedback from financial advisers and investors, Lifeplan has taken the opportunity to review and enhance the investment option menus for NextGen and LEIF.
Lifeplan will now accept faxed/scanned applications (Adviser Use Only)
Lifeplan will now accept faxed and scanned documents (this includes applications, claims etc) to improve processing standards. Scanned documents can be emailed to advisers@lifeplan.com.au or if you prefer to fax your document send it to 1800 804 890.
If you have any additional enquiries, please contact the Adviser Services line 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.
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Important Information
The information on this site does not take into account the financial objectives, situation or needs of any particular person. You should consider whether or not a product is appropriate for you. In deciding whether to acquire an investment or savings product please consider the current relevant Product Disclosure Statement, Terms and Conditions or Disclosure Document which are available from the product issuer, Lifeplan on 1300 1300 38. Some of these documents can be downloaded from this web site. Click here for more important information. Lifeplan's contact details are provided only for inquiries by individuals or organisations about the products and services it provides. It does not give permission for them to be used for unsolicited marketing. Products referred to on this site are only available in Australia.
