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Investment Growth Bond

A flexible tax-effective investment

The Investment Growth Bond (the Bond) is an insurance bond that provides you with a range of investment options, in a simple tax-effective package. You can also take advantage of estate planning features such as the ability to nominate beneficiaries or use the Bond as a savings vehicle for a child by setting up a child advancement policy.

The Bond is simple because investment earnings don’t have to be declared in your tax return unless you make a withdrawal within the first 10 years. You’re free to switch without personal tax consequences between a range of seven investment options, tailored to suit a variety of investment objectives.

Click here to read our PDS and download an application form.

Returns & fees

Features

  • Enjoy unique tax benefits
  • Estate planning benefits
  • Death Benefit Guarantee
  • A range of investment options (including some with guarantees)
  • View features

How to invest

  • A minimum initial investment of $1,000
  • Receive the PDS and complete the Application Form
  • Be 10 years of age or older
  • View how to invest

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Did you Know?

Commonwealth Financial Planning can help you meet your retirement goals.

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