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Tax-effective Investment Bonds

Tax-effective investment bonds can be used to build wealth, without increasing an investor's personal tax liability. At Australian Unity, we offer a range of competitive, flexible investments that can be used for wealth creation, estate planning or as an alternative to complement superannuation.

Why invest in Investment Bonds?

An alternative to super

Unlike superannuation, investment bonds do not carry restrictions on withdrawals prior to preservation age, and do not have contribution limits.

Longer-term tax benefits

When a policy has been held for 10 years or more, withdrawals are non-assessable for income tax purposes.

Choice and flexibility

Investment bonds can be used for wealth creation, estate planning or as an alternative to complement superannuation.

Strengthened by Unity

Through our investment specialists, we offer expertise in Australian and microcap equities, and fixed interest investments. Australian Unity provides our investment specialists with long-term business support, rigorous institutional oversight and financial stability.
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