Annual Reports

Tangible progress improving technology, member and partner experience, increasing Fund returns and developing new products to meet further financial needs of current and future members.

Strengthened our leadership team to support strategic growth initiatives and deliver more for our members.

Improved the online member and partner experience, recognised as a finalist in the Financial Standard’s Website of the Year Award..

Implemented platforms to enhance communication, experience and engagement with members and partners.

Appointed a newly created role of Head of Funeral Bond Distribution to better support the funeral industry.

Supported financial advisers and funeral industry partners through sponsorships and CPD accredited educational content.

Delivered NPAT growth in line with forecasts, enabling us to meet more financial needs of our members.

Grew revenue in FY24 to $10.3 million from $7.4 million in FY23 and grew NPAT in FY24 to $4.7 million from $3.8 million in FY23.

Highly Recommended Life Events Bond and Approved Funeral Bond.[1]

Increased capital guaranteed Benefit Funds’ bonuses declared.