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| Rebate Offer |
3.0% (100%) |
| Minimum Initial Investment |
$500 |
| Expected Close Date |
Ongoing |
| Description |
The OFM Flexible Investment Bonds provide access to six investment options and allow switching without affecting the taxation status of your investment. |
| Product Disclosure Statement |  | Download Product Disclosure Statement (PDS) |  | Request Product Disclosure Statement (PDS) |
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OFM Flexible Investment Bonds have many features that make them one of the most flexible investment products in Australia and are designed to encourage medium to long-term investment and wealth creation for any purpose.
OFM Flexible Investment Bonds can be used to:
- obtain investment returns without increasing your tax assessable income
- plan for life events
- switch between investment options without triggering CGT or other tax consequences
- achieve simplicity and certainty in tax planning
- accumulate wealth over the medium-long term without locking your money away
- transition wealth to future generations
Investors are able to select from a menu of six bond options:
Bond
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Investment Objective
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Capital Guaranteed Bond
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To provide investors with a high level of capital security and competitive after tax returns over the long-term (7-10 years). |
Income Accumulation Bond
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To provide investors with capital security and competitive tax-paid returns over the medium term (5-7
years), and seeks to provide a rate of return in excess of a cash bond (such as the Capital Guaranteed Bond). |
Balanced Bond
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To provide investors with capital growth over the long term (7-10 years) through exposure to a diversified portfolio of assets, including both growth assets (eg. shares and property) and income securities (eg. fixed interest and cash). |
Growth Bond
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To provide investors with long-term (7-10 years) tax-paid capital growth and competitive returns, while controlling short-term variability of capital through a diversified portfolio of assets with the majority of assets in growth assets such as Australian and international shares and property. |
High Growth Bond
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To provide investors with capital growth over the long term (7-10 years) through exposure to growth assets such as Australian shares, international shares and listed property securities. |
Australian Shares Bond
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To provide investors with capital growth over the long term (7-10 years) through exposure to a diversified portfolio of Australian shares. |
Information on common strategies for using OFM Flexible Investment Bonds is available in the product disclosure statement (PDS).
| Fee Disclosure | | 2020 DIRECTINVEST will rebate 100% of the 3.0% entry fee on investments in the OFM Flexible Investment Bonds as additional units. 2020 DIRECTINVEST may receive a trailing commission of up to 0.33% 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) |
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