Lifeplan 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.
- 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.
- Highly effective wealth transfer and estate planning features such as nominating beneficiaries to automatically receive the proceeds of the investment upon the investor's death or using the NextGen Wealth Preserver feature which allows investors to structure payments to their beneficiaries over a specified period of time after their death.
- Provide a child or grandchild with a nest egg to give them a helping hand at the start of their adult life.
- An effective way of building wealth to supplement superannuation savings.
- Professional investment management
Lifeplan NextGen Investments provides access to investment options managed by:
- AMP Capital Investors Limited
- BT Investment Management (RE) Limited
- Colonial First State Investments Limited
- Investors Mutual Limited
- ING Funds Mangement Limited
- MLC Investments Limited
- OptiMix
- Perpetual Investment Management Limited
- UBS Global Asset Management (Australia) Limited
- Vanguard Investments Australia Limited
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.