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IOOF WealthBuilder

Fund Category Miscellaneous
Minimum Initial Investment $2,000
Expected Close Date Ongoing
IOOF logo

The IOOF WealthBuilder 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
  • 13 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

IOOF WealthBuilder is accessible for 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

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FEE DISCLOSURE

There are no establishment, contribution, withdrawal and termination fees for investing in the IOOF Wealthbuilder. For additional information, clients should read the Product Disclosure Statement carefully. 2020 DIRECTINVEST may receive a marketing fee that is paid by the fund manager that does NOT affect a client's investment in the IOOF Wealthbuilder.

Disclaimers and other important information


Investments

Australian shares
International shares
Property
Fixed income
Cash

 

Investment products

Managed Funds
Managed Accounts
Superannuation Funds
Wrap Accounts
Insurance Bonds

Strategies

St George Margin Lending
BT Margin Lending
Investment Bond
Sophisticated Investor Opportunities
Self Managed Super Funds

Fund managers

Colonial First State
Perpetual Wealthfocus
BT Investment Funds
MLC Masterkey
Spectrum Super

Australian Fund Managers

Investor Education

Managed investments
Superannuation
Separately managed accounts
Wrap accounts

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