Investment Bonds

The Lifeplan Tax Minimiser Investment and Family Bonds offer you a simple, easy and tax effective way to save and invest. You can choose from a range of 12 professionally managed funds. Investment Bonds can be used by individuals, companies or trusts. Family Bonds are designed for parents, grandparents, other family members or friends wishing to provide for a child's future financial needs.

The Lifeplan Tax Minimiser Investment and Family Bonds will appeal to investors who:

• Seek to invest and build wealth from a choice of professional managed investment funds in a tax effective manner
• Wish to invest without increasing their personal tax liability
• Would like to make use of the wealth transfer and estate planning features of the Bonds
• Pay high rates of income tax
• Have exceeded or are likly to exceed their superannuation reasonable benefit limits
• Would like to save for a specific goal - such as an additional to retirement funding, a home deposit or a wedding
• Would like to provide a child or grandchild with a nest egg to give them a helping hand at the start of their adult life.

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