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.