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Centuria (OFM) Flexible Investment Bonds

Centuria (OFM) Flexible Investment Bond
Rebate Offer 3.0% (100%)
Minimum Initial Investment $500
Expected Close Date Ongoing
Product Disclosure Statement
  Download Product Disclosure Statement (PDS)
Centuria (OFM) Flexible Investment Bonds have many features that make them one of the most flexible investment products in Australia and are designed to encourage medium to long-term investment and wealth creation for any purpose.

Centuria (OFM) Flexible Investment Bonds can be used to:
  • obtain investment returns without increasing your tax assessable income
  • plan for life events
  • switch between investment options without triggering CGT or other tax consequences
  • achieve simplicity and certainty in tax planning
  • accumulate wealth over the medium-long term without locking your money away
  • transition wealth to future generations
     
Investors are able to select from a menu of seven bond options:

Bond
 
Investment Objective
 
Capital Guaranteed Bond
To provide investors with a high level of capital security and competitive after tax returns over the long-term (7-10 years).
Income Accumulation Bond
To provide investors with capital security and competitive tax-paid returns over the medium term (5-7
years), and seeks to provide a rate of return in excess of a cash bond (such as the Capital Guaranteed Bond).
Balanced Bond
To provide investors with capital growth over the long term (7-10 years) through exposure to a diversified portfolio of assets, including both growth assets (eg. shares and property) and income securities (eg. fixed interest and cash).
Growth Bond
To provide investors with long-term (7-10 years) tax-paid capital growth and competitive returns, while controlling short-term variability of capital through a diversified portfolio of assets with the majority of assets in growth assets such as Australian and international shares and property.
High Growth Bond
To provide investors with capital growth over the long term (7-10 years) through exposure to growth assets such as Australian shares, international shares and listed property securities.
Australian Shares Bond
To provide investors with capital growth over the long term (7-10 years) through exposure to a diversified portfolio of Australian shares.
Imputation Bond
 
To provide investors with capital growth and income over the medium term (5-7 years) by investing in a portfolio of Australian Shares that have a high probability of paying fully franked dividends.
 

Information on common strategies for using Centuria (OFM) Flexible Investment Bonds is available in the product disclosure statement (PDS).

About Centuria Capital
Centuria Capital is an ASX-listed diversified funds manager with $2 billion in funds under management. Formerly the Over Fifty Group, Centuria Capital has been providing investment and other financial products and services since 1980.


Fee Disclosure
2020 DIRECTINVEST will rebate 100% of the 3.0% entry fee on investments in the Centuria (OFM) Flexible Investment Bond as additional units. 2020 DIRECTINVEST may receive a trailing commission of up to 0.33% pa. This trailing commission is paid by the fund manager and is NOT an additional charge to the investor.

  Download Product Disclosure Statement (PDS)
  Centuria (OFM) Flexible Investment Bond options
  Centuria Investment Bond Review 2011

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