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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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| Product Disclosure Statement | Download Product Disclosure Statement (PDS) | Request Product Disclosure Statement (PDS) |
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The OnePath Investment Savings Bond (formerly known as the ING Investment Savings 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 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 OnePath Investment Savings Bond.
Tax advantage
The OnePath Investment Savings Bond allows you to take advantage of the unique tax treatment offered to investment bonds. OnePath 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
OnePath Investment Savings Bond provide investors with the flexibility to switch easily between funds as financial objectives change over time. Investors can conveniently manage their 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 OnePath
The OnePath Investment Savings Bond is an investment solution managed by OnePath. Formerly, ING Australia, OnePath is now a wholly owned subsidiary of ANZ Bank. OnePath is one of the leading Australian fund managers, superannuation providers and life insurers. ANZ operates in 32 countries with over 5.7 million retail customers worldwide and employs over 39,000 people.
Important Notice
On 15 November 2010, ING Australia will be rebranded OnePath, a wholly owned subsidiary of ANZ Bank. As a result, all ING product disclosure statements will be reissued under the OnePath brand. Applications received on the outdated ING Australia application form will be accepted by OnePath until 14 December 2010 under the terms of the new product dislocusre statement, after which all applications must be made using OnePath applications. Please revisit this webpage to obtain a copy of the reissued OnePath Investment Savings Bond PDS on 15 November.
| 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) | OnePath Investment Savings Bond investment options | OnePath Investment Savings Bond: Incorporated Materials booklet |
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