By just getting started and saving often, a little can go a long way. With 10Invest you can start with $1,000 or more and contribute as little as $50 per investment option through a regular savings plan.
A regular savings plan will not only help grow your investment, you will also benefit from the compounding effect of your earnings being reinvested.
After 10 years, you can withdraw your money and any investment earnings will not need to be declared on your personal tax return, or you can continue to save. The choice is yours.
© 10Invest (‘Lifeplan Investment Bond’) is issued by Lifeplan Australia Friendly Society Limited ABN 78 087 649 492 AFS License number 237989, a wholly owned subsidiary of Australian Unity Limited ABN 23 087 648 888. Product is issued by Lifeplan.
Information provided here is indicative and general in nature and has not taken into your account your objectives, financial situation or needs. You must read all relevant disclosure documents and target market determination available on this webpage before making any decision. Any decisions relating to a financial investment should only be based upon a consideration of your overall objectives, current and anticipated situation or needs, and should not be influenced by historical data such as past performance.
Illustrative Information only: Case study figures are based off internal calculations over a projected period of time and are not necessarily a projection of future performance. Any examples or information provided in the case studies are for illustrative purposes and investors should therefore place no reliance on this content when making any decision to invest.
The case studies do not represent a recommendation or Australian Unity’s view on future events, and in no way bind Australian Unity or its related entities. Any tax information provided here and in any disclosure documents is general in nature and is only intended to provide a guide on how tax may affect investors. Tax laws may change in the future and may affect an investor’s tax position and the tax information described in any disclosure documents issued. Investors should seek independent tax advice relevant to their particular circumstances. If you withdraw your investment earnings within the first 10 years, there may be personal income tax implications.
Forecasts about future performance are based on reasonable assumptions, including that a regular savings plan is maintained, over a period of at least 10 years, and that tax law does not change. Forecasts are not guaranteed. Past performance is not indicative of future performance. Investing involves risks, refer to the ‘Investment risks’ section of the product disclosure statement for more information.
Vanguard® have given consent to be named on this webpage Vanguard® has given consent to all statements on this webpage that relate to Vanguard® or have been made by Vanguard® and has not withdrawn their consent at the date of this webpage. The investment options are not deposits or liabilities of Vanguard® or its member companies. Vanguard® is not issuing, selling, guaranteeing or underwriting this financial product or performing any other function in relation to the 10Invest apart from investment management.