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Wealth
Investment bonds are one of the most tax-effective ways to secure your own financial future - and that of your family.
10Invest is a simple, low cost investment bond that offers tax effectiveness not available through traditional savings & investment products. Find out more.
A comprehensive, versatile & tax effective investment bond, which can be used to build wealth, without increasing your personal income tax liability.
A flexible and competitive scholarship plan with potential tax benefits and features designed specifically to maximise education savings. Read more & Learn about contribution limits.
Plan ahead with peace of mind. The FuneralPlan Bond helps ease the burden on loved ones by setting aside funds for your funeral, offering capital guarantees, investment growth, and potential tax and social security benefits.
With the IOOF WealthBuilder investment bond, you can have the tax-effectiveness you need together with the flexibility and accessibility that you want
Investment bonds can be used to transfer wealth to your beneficiaries – on your terms. This can reduce upfront and ongoing legal costs associated with setting up trusts and complex wealth transfer structures.
Investment bonds can be used by parents, grandparents, family members or friends to create wealth on behalf of a child or children. The investment can then be transferred to the child/ren when they reach a specified age.
Funeral Plan Management Pty Ltd ABN 30 003 769 640 a wholly owned subsidiary of Lifeplan Australia Friendly Society Limited ABN 78 087 649 492 AFS Licence 237989 (‘Lifeplan’), a wholly owned subsidiary of Australian Unity Limited ABN 23 087 648 888. This information is general information only and is current at the time of publication. It does not take into account your objectives, financial situation or needs. Before acting on this information, please consider its appropriateness, having regard to your objectives, financial situation and needs. Before making investment decisions, you should read the applicable Product Disclosure Statements (PDS). The applicable PDS and the Target Market Determination (TMD) is available on our website. Past performance is not a reliable indicator of future performance.
Issued by Lifeplan Australia Friendly Society Limited ABN 78 087 649 492 AFS Licence number 237989 ('Lifeplan'), a wholly owned subsidiary of Australian Unity Limited ABN 23 087 648 888. This information is general information only and is current at the time of publication. It does not take into account your objectives, financial situation or needs. Before acting on this information, please consider its appropriateness, having regard to your objectives, financial situation and needs. Before making investment decisions, you should read the applicable Product Disclosure Statements (PDS). The applicable PDS and the Target Market Determination (TMD) is available on our website. Past performance is not a reliable indicator of future performance.
Lifeplan Education Bond is issued by Lifeplan Australia Friendly Society Limited ABN 78 087 649 492 AFS License number 237989 (‘Lifeplan’), a wholly owned subsidiary of Australian Unity Limited ABN 23 087 648 888. This information is general information only and is current at the time of publication. It does not take into account your objectives, financial situation or needs. Before acting on this information, please consider its appropriateness, having regard to your objectives, financial situation and needs. Before making investment decisions, you should read the applicable Product Disclosure Statements (PDS). The applicable PDS and the Target Market Determination (TMD) is available on our website. Past performance is not a reliable indicator of future performance.
Lifeplan Investment Bond is issued by Lifeplan Australia Friendly Society Limited ABN 78 087 649 492 AFS Licence number 237989 (‘Lifeplan’), a wholly owned subsidiary of Australian Unity Limited ABN 23 087 648 888. This information is general information only and is current at the time of publication. It does not take into account your objectives, financial situation or needs. Before acting on this information, please consider its appropriateness, having regard to your objectives, financial situation and needs. Before making investment decisions, you should read the applicable Product Disclosure Statements (PDS). The applicable PDS and the Target Market Determination (TMD) is available on our website. Past performance is not a reliable indicator of future performance.
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