This product has been closed to new investors as of 30 June 2010.
Tax Minimiser Investment Bond and Family Bonds offer a simple, easy and tax effective way to save and invest. Clients can choose from a range of 14 investment funds each professionally managed by Colonial First State. The Family Bond has been specifically designed to accept investments on behalf of children and both Bonds offer important and powerful estate planning features.
Lifeplan's Tax Minimiser Investment Bond will appeal to investors who:
- Seek to invest and build wealth from a choice of professionally managed investment funds in a tax effective manner.
- Wish to invest without increasing their personal tax liability.
- Would like to make use of the estate planning features of the Bonds.
- Pay high rates of income tax.
- Have exceeded, or are likely to exceed, their superannuation reasonable benefit limits.
- Would like to save for a specific goal - such as an addition to retirement funding, a home deposit or a wedding.
- Would like to provide a child or grandchild with a nest egg to give them a helping hand at the start of their adult life.
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.
