NextGen Investments 

NextGen Investments offer a simple, easy and tax effective way to save and invest. Providing access to 50 investment options managed by professional fund managers means that clients can invest across a range of asset classes and investment styles.

The NextGen Wealth Preserver is a unique estate planning feature of Lifeplan NextGen Investments, which allows investors to structure payments to beneficiaries over a specified period of time after death.

The NextGen Child feature (also known as a 'child's advancement policy') has been specifically designed to accept investments on behalf of children and is an excellent way to provide a child or grandchild with a nest egg to give them a helping hand at the start of their adult life.

Key Features of Lifeplan NextGen Investments:

• Start with as little as $1,000.
• Lifeplan NextGen Investments provides access to investment options managed by leading fund managers.
• Can be a smart way to consolidate other investments into one, easy to operate product.
• Save and invest for a specific goal.
• Invest and build wealth in a tax effective manner without increasing personal tax liability.
• May have particular appeal for investors who pay high rates of income tax.

Lifeplan will now accept faxed/scanned applications (Adviser Use Only)
Lifeplan will now accept faxed and scanned documents (this includes applications, claims etc) to improve processing standards. Scanned documents can be emailed to enquiries@lifeplan.com.au or if you prefer to fax your document send it to 1800 804 890.

If you have any additional enquiries, please contact the Adviser Services line on 1300 133 285.

1. Important: Options Closed to New Investors

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.