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Rebate Offer
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4.0% (100%)
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Minimum Initial Investment
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$1,000
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Expected Close Date
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CLOSED
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Description
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Australian Unity Investment Bonds represent a tax effective way to invest for the long term.
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Important note: Following the merger of Australian Unity and Lifeplan in August 2009, Australian Unity has announced that the Australian Unity Investment Bond will be closed to new investors on 30 June 2010. Existing investors will be able to continue making contributions.
New investors to Australian Unity and Lifeplan may consider their flagship Lifeplan NextGen Investments.
Australian Unity Investment Bonds can meet the needs of various investor types and styles.
- A tax effective way to invest for the long term
- You can choose to invest in one or more of the five Funds available
- You can switch fron one Fund to another at any time free of charge
- Your investment has no PAYG tax liabilities
- You don't need to make any annual tax declarations, or keep capital gains records from year to yer; provided you hold your investments for 10 years
- There are no Tax File Number requirements when you start your investment
- You can nominate beneficiaries to receive your investment proceeds in the event of your death/li>
- Your investment is managed by a team of professional investment managers, each specialists in their field.
So whether you are seeking capital security, capital growth, or tax benefits, you can find an Australian Unity investment bond that suits your needs.
Bond
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Investment Objective
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| AUI Capital Guaranteed Bond |
Invests primarily in quality fixed interest securities, mortgages and cash securities. |
| AUI Capital Guaranteed Mortgage Bond |
Invests in a portfolio of loans secured over quality retail, commercial, investment residential and industrial property. |
| AUI Conservative Growth Bond |
Invests in a diversified investment portfolio, with the majority of assets in quality fixed interest securities, mortgages and cash securities. The Fund maintains a modest exposure to growth assets such as Australian and international shares and property securities. |
| AUI Balanced Growth Bond |
Invests in a diversified investment portfolio, with the majority of assets in Australian and international shares and property securities. The Fund maintains a modest exposure to quality fixed interest securities, mortgages, property and cash securities.
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| AUI High Growth Bond |
Invests in Australian and international shares, with a small allocation to cash securities. |
| Fee Disclosure | | 2020 DIRECTINVEST will rebate 100% of the 4.0% entry fee on investments in the Australian Unity Investment Bonds as additional units. 2020 DIRECTINVEST may receive a trailing commission of up to 0.4% pa. This trailing commission is paid by the Australian Unity and is NOT an additional charge to the investor. |
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