The Lifeplan Education Investment Fund is a specially designed savings and investment product to help clients fund the education expenses of their children or grandchildren. The Fund can be used for a lifetime of education - primary (including pre-school), secondary and a wide range of tertiary (including TAFE) and special needs education.
The Fund is simple to use, is flexible, has tax advantages to help clients meet the financial challenges of quality education and has a unique design that sets it apart from other savings and investment products.
Key Features of the Lifeplan Education Investment Fund
- A tax smart way to invest for education expenses
- Access to 19 investment options
- Across 7 of Australia's leading investment managers
- No age restrictions on student beneficiary
- Ready access to your funds, including tax-free access to your contributions
- Start with as little as $1,000
The Lifeplan Education Investment Fund has options from investment managers:
- AMP Capital Investors Limited
- BT Investment Management (RE) Limited
- Colonial First State Investments Limited
- ING Funds Management Limited
- MLC Investments Limited
- Perpetual Investment Management Limited
- UBS Global Asset Management (Australia) Limited
For more information on the underlying funds of this product please refer to the latest performance report.
Important Information
The information on this site does not take into account the financial objectives, situation or needs of any particular person. You should consider whether or not a product is appropriate for you. In deciding whether to acquire an investment or savings product please consider the current relevant Product Disclosure Statement, Terms and Conditions or Disclosure Document which are available from the product issuer, Lifeplan on 1300 1300 38. Some of these documents can be downloaded from this web site. Click here for more important information. Lifeplan also recommends that you read our Financial Services Guide. Lifeplan's contact details are provided only for inquiries by individuals or organisations about the products and services it provides. It does not give permission for them to be used for unsolicited marketing. Products referred to on this site are only available in Australia. Click here for Prudential Information for Lifeplan Australia Building Society Ltd.