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Australian Unity

WEBImportant information The Wholesale Units and Class A Units in the Australian Unity Healthcare Property Trust ARSN 092 755 318 ( Healthcare Property Trust or, Trust ) o …

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URL: https://www.australianunityinvestments.com.au/~/media/investment/home/sub/document/au-healthcare-property-trust-pds.pdf

Developing healthcare property to enhance investor returns

WEBImportant information Australian Unity Funds Management Limited (ABN 60 071 497 115, AFS Licence No. 234454) is the product issuer of the Australian Unity Healthcare …

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Acorn Capital Private Opportunities Fund

WEBWhy Acorn Capital? Acorn Capital was founded in 1998 and has three distinct capabilities: Australian Microcaps, Australian Small Cap Private Equity and Asian Small Caps.

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A case study on how to create estate planning solutions for

WEBPage 4 NextGen Wealth Preserver For more information about the benefits of Lifeplan NextGen Investments, please speak to your Lifeplan Business Development Manager …

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Australian Unity

WEBThe Trust brings together the Australian Unity Group’s understanding of the healthcare sector as well as the investment management expertise and experience of …

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Introduction to the Healthcare Property Trust

WEBIntroduction to the Healthcare Property Trust

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Financial Services Guide

WEBUse and disclosure of information We may provide your personal information to service providers that we engage for the purposes of the administration of financialproducts and …

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Lifeplan’s range of Funeral Bonds

WEBLifeplan’s range of Funeral Bonds Lifeplan FuneralPlan Bond Lifeplan Tax Minimiser Funeral Bond Adviser Use Only Relevant to every one of your clients

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Lifeplan NextGen Investments

WEBLifeplan NextGen Investments March 015 Investing for kids How parents and grandparents can invest for their children or grandchildren to provide a helping hand in early adulthood.

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Introducing the Healthcare Property Trust

WEBThe Healthcare Property Trust opened in 1999 to capitalise on Australia’s ageing population and its growing demand for healthcare services. Over the last 13 years, the Trust has …

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Lifeplan NextGen Investments

WEBFor more information about the benefits of Lifeplan NextGen Investments, please speak to your Lifeplan Business Development Manager on 1300 133 285 or visit lifeplan.com.au.

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FuneralPlan Bond

WEBFuneralPlan Bond FuneralPlan Bond l a simple, safe and effective way to put money aside and accumulate benefits specifically to help meet the future cost of funeral expenses l …

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Benefits of a Tax Minimiser Funeral Bond

WEBBenefits of a Tax Minimiser Funeral Bond Adviser Use Only Death is one of life’s certainties – A Funeral Bond is relevant for every one of your clients

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What is Lifeplan NextGen Investments

WEB• May enable investors to capitalise in market downturns as funds can be switched between options to rebalance clients’ portfolio without

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Lifeplan Education Investments Fund

WEBPage 2 Essential Guide to Education Investment Funds How are education related withdrawals taxed? • The student is the taxable entity. • EasyClaim process draws on …

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Withdrawal Request Form

WEBAustralian Unity Investments Withdrawal Request Form 1 Withdrawal Request Form Please use BLOCK letters and a black or blue pen to complete this form. Please indicate using …

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