IOOF WealthBuilder

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Investment Opportunities > Managed Funds > Investment Bonds > IOOF WealthBuilder

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Rebate Offer

3.0% (100%)

Minimum Initial Investment

$2,000

Expected Close Date

Ongoing

Description

The IOOF WealthBuilder is a multi-generational wealth solution designed to suit varying financial needs and lifestyle goals. It is a tax paid investment with 12 investment options.

Product Disclosure Statement

Download Product Disclosure Statement (PDS)

Request Product Disclosure Statement (PDS)

The IOOF WealthBuilder (formerly known as the IOOF SuperSaver Options) investment bond has been created for investors seeking to save or invest for the medium to long term. IOOF WealthBuilder provides a range of investment options to suit an investor's financial needs and lifestyle goals - what they have called a multi-generational wealth solution.

Key features of the IOOF WealthBuilder

Tax effective investing - tax paid investment bond
12 investment options to choose from
Easy switching within your investment account without triggering a CGT event
Start with just $500 with a Regular Savings Plan or $2,000 without one
Investors can easily add to your WealthBuilder investment by cheque, BPAY or Regular Savings Plan
Loan facility with no loan fees, establishment fees or stamp duty

Choose your investment options across the Easy Choice or Custom Choice investment menu

Easy Choice	Custom Choice
Capital Guaranteed Fund	Australian Shares Fund - MultiMix
Capital Stable Fund	International Shares Fund - MultiMix
Fixed Interest Fund	Smaller Companies Fund - Perennial
Balanced Fund	High Conviction Shares Fund - Perennial
Australian Shares Fund	Global Property Securities Fund - Perennial
High Growth Fund	Global Shares High Alpha Fund - Perennial

IOOF WealthBuilder is accessible fr anyone from individuals (10 years and over), joint investors, organisations, companies and trusts.

The IOOF WealthBuilder investment bond may be considered by investors who would like to:

Save for a child's education
Plan and build on their future
Estate planning
Manage their tax a little more effectively

Fee Disclosure

2020 DIRECTINVEST will rebate 100% of the 3.0% entry fee on investments in the IOOF WealthBuilder as additional units. 2020 DIRECTINVEST may receive a trailing commission of up to 0.40% pa. This trailing commission is paid by the fund manager and is NOT an additional charge to the investor.

Download Product Disclosure Statement (PDS)

Request Product Disclosure Statement (PDS)

IOOF WealthBuilder investment options

Education Savings: Investing for your child

Estate Planning: Providing for your family

Planning and Building Your Future: Growing wealth to support your dreams

Tax Management: Making the most of what is available to you

Easy Choice Capital Guaranteed Fund Factsheet

Easy Choice Capital Stable Fund Factsheet

Easy Choice Fixed Interest Fund Factsheet

Easy Choice Balanced Fund Factsheet

Easy Choice Australian Shares Fund Factsheet

Easy Choice High Growth Fund Factsheet

Custom Choice MultiMix Australian Shares Fund Factsheet

Custom Choice MultiMix International Shares Fund Factsheet

Custom Choice Perennial Smaller Companies Fund Factsheet

Custom Choice Perennial High Conviction Fund Factsheet

Custom Choice Perennial Global Property Securities Fund Factsheet

Custom Choice Perennial Global Shares High Alpha Fund Factsheet