Annual Reports

KeyInvest commenced a program to broaden and modernise the investment options within the KeyInvest Investment Bond. The first tranche of options was added in December 2025, following due diligence and financial adviser feedback.

Members gained online access to their investments through the KeyInvest Investor Portal. Members can view balances, transaction history and policy documents, and apply for new policies online.

KeyInvest Managed Investments Pty Ltd, a wholly owned subsidiary of KeyInvest Ltd was launched to provide advisers and investors with a range of new investment options. Its first fund, the KeyInvest Senior Debt Income Fund, opened to wholesale investors in May 2026.

KeyInvest continued its ongoing commitment to adviser education, sponsoring and participating in numerous advice industry events, and publishing several CPD-accredited articles and thought leadership content.

KeyInvest maintained its sponsorship of Funerals Australia and the National Funeral Directors Association, supporting both associations’ national conferences and local industry events.

KeyInvest’s Investment Bond holds a Recommended rating from Lonsec*. Both Funeral Bond options hold Approved ratings.

KeyInvest relocated its head office to Level 3 North, 191 Pulteney Street, Adelaide in June. The move provides capacity and improved facilities for a team that has grown steadily in recent years.

The KeyInvest Board continued its renewal program through the year, with further appointments bringing fresh perspectives and additional expertise to its composition.