KeyInvest
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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 financial and investment services to help our customers achieve their goals. Now, as KeyInvest, we continue this tradition with a focus on "Life's key investments", helping our customers access home finance, saving for their children's education or home or enjoying their retirement lifestyle. What we do -
Investment Products: KeyInvest's Investment Bond products have many features that put them amongst the most flexible investment products in Australia. No matter what Life Event you are saving for we have a solution for you. Our Life Events Bonds can assist in you in saving for your Child’s education, or to assist with your estate planning through the use of our Funeral Bonds. Our products are tax effective and flexible, making them perfect long term investment and saving options. Mortgage Broking & Lending Services: Whether it is for your first home, a new home, investment property or a business, our professional team of Mortgage brokers will have a financial solution that will work for you. Our team is based at Norwood in Adelaide, but our network spreads around Australia with brokers in Victoria, Western Australia, Queensland, New South Wales and Tasmania. Retirement Living: Since 1985 we have been providing retirement options across South Australia and Victoria. You can find our villages around Adelaide at locations such as Victor Harbor, McLaren Vale, Woodside (Adelaide Hills), the Northern Suburbs in Salisbury as well as the eastern suburbs in St Morris, St Georges & Beaumont. Our range of Retirement Villages offer a mix of quality new and established homes within easy reach of excellent services and facilities. How we do it -
We are a Friendly Society regulated by the Australian Prudential Regulation Authority (APRA), providing confidence to our customers that they are dealing with a credible and financially sound company. We are Genuine, Responsive and Successful in everything we do. These three core values define how we help our customers achieve their goals. We believe that a sound Social and Environmental philosophy is essential to our long term success and these should complement our Corporate responsibilities. We invest in our people to ensure they have the skills and training to deliver the best possible advice and services to our customers.
Yield is getting harder to find and investors are consolidating rather than chasing it across a dozen different products.
KeyInvest Managed Investments (KIMI), a wholly-owned KeyInvest subsidiary, has launched the Senior Debt Income Fund, one entry point covering a strategy designed to return Reserve Bank cash plus 5%, net of fees.
It's built on the investment-grade standards applied consistently across the KeyInvest group.
25/08/2026
How do you spot a stronger private credit fund? đź‘€
Craig Brooke from KeyInvest Group breaks down the importance of security, seniority and rigorous due diligence in private credit đź’Ľ đź’¸
Watch the full interview ▶️ https://ausbiz.co/4xceuQF
Complex strategies, simple access, proper governance.
That's the case for KeyInvest Managed Investments (KIMI), a wholly-owned KeyInvest subsidiary built to bring institutional-grade investment strategies to wholesale investors, without the complexity that usually comes with them.
Ciaran McAssey, Executive Director says not is the right time:
17/08/2026
If your client can't explain the tax outcome back to you in two sentence, you may not have informed consent.
Our latest CPD article introduces the Two sentence Test: a simple framework for confirming genuine client comprehension before implementation, strengthening your obligations under the Code of Ethics and you defensibility with ASIC.
Read full article and recieve your CPD point via Think Caddie:
The “Two Sentences” Test - Can the Client Explain the Tax Outcome Back to You The Two Sentences Test provides a simple but powerful framework for assessing whether true client understanding has been achieved in financial advice.
12/08/2026
The questions worth asking don't fit neatly into a deck.
But Ciaran McAssey took them head on in the press conference at The Inside Network's INZ: Investment Leaders Forum in Queenstown this week.
With conversations shaping real-world client portfolios right now, questions from principals, CIOs and senior wealth professionals were coming in fast.
11/08/2026
Speaking at the The Inside Network's Investment Leaders Forum in Queenstown, Craig Brooke presented on the strategy sitting inside our funeral bonds for four years before advisers asked for it as a standalone.
A great presentation from Craig on our newly launched KeyInvest Managed Investments (KIMI), a wholly-owned KeyInvest subsidiary.
11/08/2026
Looking forward to the whole event and hearing the other speakers
10/08/2026
Investment bonds have a reputation problem, many advisers still see them as outdated, heavily taxed and inaccessible.
Our latest CPD article challenges those assumptions, covering how investment bonds work, who they suit, and why they deserve a place in intergenerational wealth transfer strategies.
Read the full article and earn your CPD point via Think Caddie: https://bit.ly/4q4qeC2
Investment Bonds: A Modern Tool for Intergenerational Wealth Transfer Investment bonds have long existed as a flexible investment vehicle, but their role in intergenerational wealth transfer is often underestimated or overlooked by financial advisers.
06/08/2026
Your SMSF just got more expensive, and if your balance is above $3 million you've probably felt it already.
Craig Brooke writes on the shift in the latest issue of Forge Magazine, and puts a different question to advisers altogether: not how the new Division 296 tax is calculated, but where the next dollar of capital belongs.
That is where investment bonds earn their place again. Tax-paid at a maximum of 30 per cent and after a decade the proceeds are tax-free in the investor's hands. Who they go to is entirely the investor's choice.
Read the full article: https://bit.ly/4q3uYbd
28/07/2026
"Just put it in super" is one of the most common phrases in Australian financial advice.
But when a strategy becomes a reflex, it creates ethical risk.
Our CPD article looks at the ethical limits of default superannuation thinking, and what professional judgement looks like in practice.
Read the full article and earn your CPD points via Think Caddie:
Just Put it in Super - The Ethical Limits of a Popular Strategy “Just put it in super” has become a common shorthand in Australian financial advice, reflecting superannuation’s long-standing tax advantages and central role in retirement planning.
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191 Pulteney Street
Adelaide, SA
5000
Opening Hours
| Monday | 8:30am - 5pm |
| Tuesday | 8:30am - 5pm |
| Wednesday | 8:30am - 5pm |
| Thursday | 8:30am - 5pm |
| Friday | 8:30am - 5pm |