CONTACT US | PRIVACY POLICY | TERMS & CONDITIONS | SITEMAP
  MEMBER LOGIN
  REGISTER NOW
Managed Funds
Find a Fund
Order a PDS
Top 20 Performing Funds
Re-rated Funds
Master Trusts
Property Funds
Geared Funds
Socially Responsible Funds
Boutique Funds
Hedge Funds
Investment Bonds
Cash Management Trusts

Investment Bonds

Investment Opportunities > Managed Funds > Investment Bonds > Lifeplan Tax Minimiser Investment and Family Bonds Print this page [ A ] [ A ] [ A ]

Lifeplan Tax Minimiser Investment and Family Bonds

Lifeplan Bonds Image
Rebate Offer 4.0% (100%)
Minimum Initial Investment $1,000
Expected Close Date Ongoing
Description The Lifeplan Tax Minimiser Investment Bonds offer taxation advantages and meet the future needs of a child.
Product Disclosure Statement
Request Product Disclosure Statement (PDS)
The Lifeplan Tax Minimiser Investment and Family Bonds offer investors a simple, easy and tax effective way to save and invest. Investors can choose from a range of 12 professionally managed funds and take advantage of the taxation benefits offered by investment bonds.

Taxation advantages
Lifeplan Tax Minimiser Investment and Family Bonds are referred to as 'tax paid' investments because tax is paid on the earnings of an investment by the fund manager. Investors do not need to include investment earnings in their tax return unless making a withdrawal within 10 years, in which case investors can take advantage of a special tax rebate. As another opportunity to maximise tax advantages, investors can make additional contributions of up to 125% of previous year's total contributions. Investing in the Lifeplan Investment Bonds may help investors to control the amount of tax they pay on investment income.

Choice of investment funds
By investing in Lifeplan Investment Bonds, investors are able to choose from a menu of 12 professionally managed investment funds with strategies ranging from capital guaranteed through to market linked growth funds. The Lifeplan Tax Minimiser Investment and Family Bonds provide investors with 4 multi-manager funds and 8 single manager funds and offer a wide range of different investment opportunities.
The Lifeplan Tax Minimiser Investment and Family Bonds may appeal to investors who:
  • Are seeking 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 Lifeplan Tax Minimiser Investment and Family 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.

About Lifeplan Funds Management
Lifeplan is a leading Australian specialist fund manager and provider of investment products, with total assets and funds under management of over $1.3 billion. With over 160 years of investment tradition, Lifeplan has grown to become a leading provider of tax effective Investment Bonds, Education Savings Plans and Funeral Bonds.

Fee Disclosure
2020 DIRECTINVEST will rebate 100% of the 4.0% entry fee on investments in the Lifeplan Tax Minimiser Investment and Family Bonds 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.

 Request Product Disclosure Statement (PDS)

Entry Fees
Entry fees are optional. Are you paying entry fees on existing managed funds? more info
 
Travel Insurance
Book travel insurance through 2020 DIRECTINVEST for a 30% discount off the premium. more info
 
© 2010 COPYRIGHT 2020 DIRECTINVEST PTY LTD AUSTRALIA - ABN 89 069 774 456, AFSL 244 249.  Financial Services Guide

Empowering investors with financial tools and information to make and execute investment decisions in the most cost-effective manner.
 
Managed Funds
Property Funds
Geared Funds
Ethical Funds
Boutique Funds
BlueChip20
Travel Insurance
Life Insurance
Superannuation Funds
Super Funds
Self Managed Super Funds
RBS Self Funding Instalments
Allocated Pensions

Wrap Accounts
eWRAP
 
Margin Lending
St George Margin Lending

Investment Bonds
Insurance Bonds
About Investment Bonds
Education Savings Plan
Investment Funds
Closed Investment Funds
Man OMIP Eclipse
Greater Asia Investments
Wilson HTM
OMIP Eclipse

Agribusiness Investment
Master Trusts
Colonial First State
Perpetual Wealthfocus
BT Investment Funds
MLC Masterkey
AMP Investments
Spectrum Super