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Rebate Offer
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4.0% (100%)
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Minimum Initial Investment
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$2,500
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Expected Close Date
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Ongoing
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Description
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The ING Investment Savings Bond gives you a simple and tax effective way to save for a future goal.
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| Product Disclosure Statement |  Download Product Disclosure Statement (PDS) |  Request Product Disclosure Statement (PDS) |
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The ING Investment Savings Bond (formerly known as the ING Tax Effective Investment Bond) is a simple and flexible investment that enables you to take advantage of the generous tax concessions offered to build wealth over time.
The ING Investment Savings Bond combines the benefits of a life policy and an investment product, giving you access to a range of investment options, which include the well respected OptiMix Manage the Managers investment options. The 19 investment funds accessible through ING investment bonds provide a range of different risk, return and investment horizon profiles from defensive and conservative investment funds to moderate, growth and high growth. Two capital secure funds are available through the ING Investment Savings Bond.
Tax advantage
The ING Investment Savings Bond allows you to take advantage of the unique tax treatment offered to investment bonds. ING Life pays tax on earnings and until making a withdrawal, investors do not have to declare earnings in their annual tax return, which assist investors to maximise personal income.
Convenience and control
ING Investment Savings Bond provide investors with the flexibility to switch easily between funds as financial objectives change over time. Investors can conviniently manage an ING portfolio online and keep track of investments with easy to read and insightful reporting.
The Investment Savings Bond is designed for people wanting to invest tax effectively over the long term. You may be looking to
- invest without increasing your taxable income
- generate capital growth from an investment
- avoid including investment earnings in your tax return until you make a withdrawal
- save for a child in a simple and tax effective manner
- invest with assured estate planning outcomes
- save toward a specific purpose like a house, child's education or an early retirement
About ING
The ING Investment Savings Bond is an investment solution managed by ING Australia Limited. ING Australia is one of the leading Australian fund managers, superannuation providers and life insurers and has more than $45 billion in assets under management. ING is one of the 20 largest financial institutions worldwide providing services in over 50 countries and has more than 120,000 employees.
| Fee Disclosure | | 2020 DIRECTINVEST will rebate 100% of the 4.0% entry fee on investments in the ING Investment Savings Bond as additional units. 2020 DIRECTINVEST may receive a trailing commission of up to 0.4% pa. This is paid by the fund manager and is NOT an additional charge to the investor.
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| Download Product Disclosure Statement (PDS) | | Request Product Disclosure Statement (PDS) |  ING Investment Savings Bond investment options | | ING Investment Savings Bond: Incorporated Materials booklet |
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