Futurity Investment Group

Overview

Futurity Investment Group is an independent, mutually structured financial institution based in Melbourne, Australia. It specializes in providing tax-effective Education Bonds designed to help families save and invest for future education expenses. As Australia's leading issuer of Education Bonds, Futurity offers a range of flexible financial products to support various educational needs, ensuring wealth can be passed down through generations. Established in 1974, Futurity has been supporting the education journeys of Australian and New Zealand families for over 50 years. The organization is owned by its members, rather than shareholders, and utilizes its expertise in tax and investment markets to provide innovative solutions for education funding. With total assets of $1.01 billion, Futurity's financial strength enables it to meet long-term commitments to members through all investment cycles. Futurity is committed to responsible investment practices and actively advocates for accessible and affordable education. Since its inception, the organization has paid over $3.8 billion to members and their education beneficiaries, reflecting its dedication to supporting lifelong learning aspirations. As an APRA-regulated financial institution, Futurity adheres to strict regulatory standards to ensure the security and growth of its members' investments.

Investment Focus

• Members must be Australian or New Zealand residents.