This product has been closed to new investors as of 31 December 2009.
The Lifeplan TaxSmart Investments offer a simple, easy and tax effective way to save and invest. The Lifeplan TaxSmart Investments can be used by individuals, companies and trusts. Parents, grandparents, other family members or friends can provide for a child's future financial needs by using the Lifeplan TaxSmart Child Investments feature.
Key features of Lifeplan TaxSmart Investments:
- No entry and exit fees
- Minimum initial investment of $1,000
- Choice of 4 funds: Cash Enhanced Option; Growth Option; High Yield Option and Australian Shares Option.
- Tax effective investment.
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.