This product has been closed to new investors as of 31 December 2009.
The Lifeplan Education Savings Plan is a purpose-built savings and investment product designed specifically to help clients build a nest egg to fund the education expenses of their children, grandchildren or any other person, at any age.
The Plan can be used for a lifetime of education in both Australia and overseas - primary (including pre-school), secondary, tertiary (including TAFE), as well as special needs education.
The Plan incorporates special tax benefits that are not generally available in other investment and savings products.
Key features of the Lifeplan Education Savings Plan:
- Special tax benefits.
- No entry or exit fees.
- Covers other education expenses like books, uniforms and school excursions.
- Several ways to contribute, including from as little as $50 per month.