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
- No exit fees
- Ongoing fees are determined by your investment option(s)
- View 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 16 years of age or older
- View how to invest
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