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If you’re in the market to build a successful investment portfolio, you’re going to need to know a thing or two about meeting your tax obligations and how to manage them efficiently and effectively.

Tax efficiency, beyond super

The advantages of superannuation – with its tax rate of only 15%* on investment earnings – are well known. But with stringent release conditions and mounting legislative risk, it might be worthwhile considering other investment options to help manage your tax bill.

Investment bonds

With an investment bond, you can invest in a tax-effective manner, and have access to withdraw your funds at any time. Investment income is taxed at the corporate rate of 30%*, and if you invest for the long term (10 years or more), you can make withdrawals from your investment tax-free.

Listed and unlisted property funds

Income distributions from property funds will oftentimes contain a ‘tax-deferred’ component. Depending on your individual tax circumstances, you may be able to benefit from the deferred payment of tax to when the investment is sold, resulting in the payment of less overall tax.

* ato.gov.au

Comparing Tax Structures

Invest tax effectively with these investment solutions

Together with our investment specialists, we offer a range of investment options to support you in investing your portfolio tax effectively.

Investment bonds

Tax-effective investment bonds allow you to access your funds at any time without increasing your 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.
Investment bonds

Property Funds

We offer a diverse range of listed and unlisted property funds to suit many individual circumstances. Common to all is their aim to deliver solid, secure, and tax-effective income through the economic cycle.
Property Funds

SMSF products

Managing your own super isn’t easy. But with Australian Unity in your corner, you can thrive in your retirement.
SMSF products
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