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Investment Opportunities > Managed Funds > Investment Bonds > OFM Flexible Investment Bonds Print this page [ A ] [ A ] [ A ]

OFM Flexible Investment Bonds

OFM Flexible Investment Bonds Image
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)
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
Investment Objective
Capital Guaranteed Bond
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
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
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
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
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
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)

Investment Bonds
Compare and invest in a range of Australian flexible investment bonds with no entry fees.
 
© 2010 COPYRIGHT 2020 DIRECTINVEST PTY LTD AUSTRALIA - ABN 89 069 774 456, AFSL 244 249.  Financial Services Guide

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