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Lifeplan enhances NextGen Investments

08 Jun 2016
Following growing interest in investment bonds, Lifeplan has updated its leading investment bond offering NextGen Investments with eight new investment options and an additional rebate tier.

Matt Walsh, head of Lifeplan, said the proposed changes to superannuation in May’s federal budget have triggered a surge of interest in the NextGen investment bond.

“Investment bonds are a natural alternative to superannuation, offering a tax-effective, stable investment option.

“Since the government proposed lifetime caps on superannuation, as well as additional tax imposts, we have seen the market for investment bonds strengthen significantly.

“In response to adviser demand, NextGen Investments now includes more options on the investment menu with 42 options now available.”

The new investment options are:

Fidelity Australian Equities Fund

Magellan Global Fund

PIMCO Australian Bond Fund

PIMCO Global Bond Fund

Vanguard® Australian Property Securities Index Fund

Vanguard® Balanced Index Fund

Vanguard® Growth Index Fund

Vanguard® International Shares Index Fund (Hedged) AUD

“NextGen is now very sharply priced across all tiers, and very competitive for the higher net worth investor, with a 0.30 per cent p.a. rebate cutting in at $500,000” Mr Walsh said.

“Another rebate tier has also been added, offering a 0.60 percent rebate for investment amounts of $10 million or more.”

Enhancements to NextGen Investments are part of an ongoing strategy of improving Lifeplan’s products and services for advisers and investors.

“It follows the upgrade to our adviser website, the launch of a new portal for investors, and the expansion of our adviser support team over the last 12 months,” Mr Walsh said.

“We will continue to keep investing in our offering to ensure we deliver market leading investment bond products and services in Australia.”

Mr Walsh added “While the current political uncertainty may alter the final form of super changes, there is clear support from both sides of politics to constrain tax benefits of super, so attractive viable alternatives such as investment bonds will continue to get growing interest.”

For more information please contact:

Matt Walsh

Head of Lifeplan

Phone: 08 8236 4706


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