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KeyInvest is a mutual friendly society that supports the unique financial needs of their customers. This is our commitment to you.
Trusted since 1878, KeyInvest specialises in tax-effective wealth management solutions. Who we are -
KeyInvest is a Financial Services and Retirement Living organisation founded on a long and proud history of caring for the welfare of our members. Our origins date back to 1878 (as the Independent Order of Odd Fellows or IOOFSA), and we remain a member based Friendly Society providing a range of
Australian's are ageing faster than the advice industry can keep up with.
The population aged 80+ is set to surge over the next decade, and advisers are facing a growing gap between what clients need and what the system can deliver.
These are the key concerns raised by Craig Brooke in The Inside Adviser this morning.
Read the full article on why now more than ever adviser should look beyond superannuation for complementary structures:
10/04/2026
We put Ciaran McAssey behind the camera this week, capturing content for an upcoming campaign.
Looking forward to sharing more soon!
05/08/2025
The new KeyInvest Portal for Financial Advisers is live!
We’ve just launched our improved KeyInvest Portal, designed to make life easier for Financial Advisers and Funeral Directors.
Whether it’s processing applications, checking client information, or saving time with smart features — it’s all there, in one secure place.
Here’s what’s new:
- Straight-through online application processing
- A summary dashboard for quick access to what matters
- DocuSign integration for easy digital signatures
- Instant AML/KYC checks
- Delegated access for support staff
- Ability to copy duplicate info across multiple policies
- An enhanced multi-factor authentication process
We’re proud of our new innovative Portal and would love to hear your feedback.
If you are a Financial Adviser and would like immediate access to the new Portal, call our friendly and helpful Investor Services team on 1300 658 904.
Thanks to everyone who helped bring this project to life!
INDepth with Tom Huntley: Investment bonds, tax, estate planning and what’s changing for advisers
In this extended conversation with Laurence Parker-Brown from The Inside Network, Tom Huntley shares his perspective on the shifting landscape facing advisers. From tax and super reforms to the tidal wave of wealth now beginning to transfer between generations, there is much for advisers to consider.
Recorded just prior to the federal election, this conversation has only become more relevant as these proposals and their implications continue to unfold.
Key topics include:
- The purpose of the retirement system, including the definition of super to fund a “dignified” retirement and the ongoing changes to legislation.
- The controversy surrounding the proposed Division 296 tax, including tax on unrealised gains, lack of indexing, and ambiguity around defined benefit pensions, including those held by politicians.
- Challenges in estate planning, from increasingly complex family dynamics to the risk of inheritances being squandered or eroded through legal disputes.
Tom also shares how investment bonds are playing a growing role in helping advisers navigate this complexity.
Watch the full 12-minute conversation, originally published by The Inside Adviser, 10 April 2025: https://youtu.be/lkOiFgJs4Jw?si=Mrbl1Rd9vsV86RQe
29/05/2025
How prepared are your clients to pass on their wealth with confidence?
Estate disputes. Legal costs. Tax inefficiencies. Squandered inheritances. Delayed distributions. These are just some of the risks facing baby boomers as they prepare to pass on trillions of dollars to the next generation.
In this CPD-accredited webinar, Tom Huntley, Head of Investor Distribution at KeyInvest, will explore how investment bonds can give your clients greater control, flexibility, and certainty in their estate planning — while opening the door to the next generation of client relationships.
🎓 Earn 1 CPD-accredited hour
📅 Wednesday 4 June
⏰ 10:00 AM – 11:00 AM AEST
🔗 Register now: 1650a87a-6b14-4c35-b338-07fc7cb879d1@d2f3d646-d3f6-4859-8887-52879ea2224b" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/1650a87a-6b14-4c35-b338-07fc7cb879d1@d2f3d646-d3f6-4859-8887-52879ea2224b
27/05/2025
“I’m not exaggerating when I say that I love it. The claim process is seamless and quick.”
– Geoff, Funeral Director
Thank you, Geoff, for the kind feedback on our new Funeral Director Portal. After using the portal for both new applications and claims, Geoff goes on to share:
• “The various emails that are triggered along the way in both cases are great.”
• “It is also extremely helpful to be able to see the value of all policies online.”
• “I will happily encourage our staff to use KeyInvest.”
Request access: https://keyinvest.com.au/register-for-the-keyinvest-portal
Or contact our Investor Services Team on 1300 658 904
Complimentary CPD Webinar for Financial Advisers:
The Great Intergenerational Wealth Transfer:
How Investment Bonds Can Support Your Clients’ Estate Planning Needs.
Australia is experiencing the largest generational wealth transfer in its history. This presents a unique opportunity for financial advisers to help clients pass on wealth with greater certainty and control, tax-free, and reduce the risk of estate disputes, all while building relationships with the next generation and supporting thier financial wellbeing.
Join Tom Huntley, Head of Investor Distribution at KeyInvest, for a practical and CPD-accredited session that explores the role of investment bonds in modern estate planning strategies. This session will help you expand your toolkit and deliver more structured outcomes for clients navigating wealth transfer conversations.
Earn 1 CPD hour (FAAA accredited)
Knowledge Requirements:
• Estate Planning (0.25 hr)
• Generic Knowledge (0.50 hr)
• Managed Investments (0.25 hr)
Legislated CPD Areas:
• Client Care & Practice (0.25 hr)
• Technical Competence (0.25 hr)
• General (0.50 hr)
📅 Date: Wednesday 4 June
⏰ Time: 10:00 AM – 11:00 AM AEST
Register now: 1650a87a-6b14-4c35-b338-07fc7cb879d1@d2f3d646-d3f6-4859-8887-52879ea2224b" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/1650a87a-6b14-4c35-b338-07fc7cb879d1@d2f3d646-d3f6-4859-8887-52879ea2224b
The new KeyInvest Funeral Director Portal is now live.
Designed in collaboration with funeral directors, our portal makes managing pre-paid and nominated funeral bonds easier, faster, and more intuitive.
Watch this short video to see why we’re already receiving great feedback from the funeral director community.
Request access via the link below for less admin, faster payments, and more time to focus on what matters: supporting families.
Request access at: https://keyinvest.com.au/register-for-the-keyinvest-portal
Or contact our Investor Services Team on 1300 658 904
Why are advisers taking a closer look at investment bonds?
That’s one of the questions Laurence Parker-Brown from The Inside Network posed to our Head of Investor Distribution, Tom Huntley, in a recent discussion.
In this short clip, Tom shares his perspective on the reawakening of investment bonds — driven by growing education and renewed awareness.
From tax-effective savings strategies to estate planning benefits, proposed changes to super legislation, and the intergenerational wealth transfer already underway, advisers are recognising the important role investment bonds can play.
Watch more of their discussions on investment bonds at:
https://youtu.be/0vnh8Lia30I?si=7JLlDzhk0_oQZvoV
20/05/2025
What makes a product ‘Highly Recommended’?
Following the KeyInvest Life Events Bond’s fourth consecutive ‘Highly Recommended’ rating from Lonsec, we’ve published a new article outlining the key features recognised in this independent review, including investment flexibility, a low fee structure, and estate planning capabilities.
If you work with clients seeking a long-term, tax-effective investment solution, this review offers useful insights into how the Life Events Bond compares with other investment bond options.
🔗 Read the article: https://keyinvest.com.au/news-and-insights/keyinvest-life-events-bond-retains-highly-recommended-lonsec-rating-for-the-fourth-year-running
📄 Important information about this rating: https://www.lonsec.com.au/logo-disclosure
KeyInvest Life Events Bond retains ‘Highly Recommended’ Lonsec rating for the fourth year running KeyInvest has retained its Lonsec rating for its Life Events Bond Product
16/05/2025
Insightful article by Andrew Hobbs in the The Australian Financial Review this morning, discussing the growing demand for investment bonds as the proposed Division 296 Tax continues to gain attention.
The article shares many perspectives, including our own CEO Craig Brooke.
Read more at:
The little-known asset class set to soar thanks to Labor’s super tax A long overlooked investment product that has many of the tax advantages of super without the drawbacks just might be the answer to your investment prayers.
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