Investment Savings Bond

Investment Savings Bond

OnePath's Investment Savings Bond represents an opportunity for you to accumulate savings in a unique tax environment. The Investment Savings Bond is a 'tax paid' investment vehicle, taxed at a maximum rate of 30%.

 

How to apply

  • Speak to your adviser or phone us on 133 665

Overview

Key Features

  • Tax effective - the Investment Savings Bond pays tax at a maximum rate of 30%.
  • Investment options - gain access to over 11 investment funds designed by OnePath and Eight OptiMix multi-manager funds.
  • Ownership flexibility - an individual, joint individuals, trust, charity, partnership or a company can be a policy owner.
  • Child Advancement Policy - set money aside for a child in a tax-effective manner.
  • Estate Planning Flexibility - nominate a beneficiary to receive proceeds on death - with no tax payable.
  • Switching - available between all open investment options.
  • Online access - view all your investment details and switching details between investment funds on My OnePath.

What investment funds are available?

OnePath's Investment Savings Bond provides you access to a comprehensive investment menu including:

  • 11 leading investment funds from OnePath Investment Management
  • Eight OptiMix multi-manager portfolios

Account Features

Fee options

Flexible fee option

Entry Fee and Nil Entry Fee options

Who can invest

An individual, joint individuals, trust or a company can be a policy owner.

Minimum investment

$2,500
(or $1,000 if using the Regular Investment Plan)
$250 per investment fund

Minimum additional investment

$1,000

Minimum switch

$250 per investment fund

Minimum balance

$2,500
$250 per investment fund

Minimum cash withdrawal

$1,000
(excluding the OnePath Money Market fund)

Fund performance

Forms & brochures

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The information provided in this table is a brief outline of the major features of the OnePath Investment Savings Bond. It is intended as a quick and easy reference source for investors. The table should not be used as a substitute for reading the appropriate Product Disclosure Statement (391kb PFD) (PDS) prior to you making any decision to invest through the OnePath Investment Savings Bond.

The PDS is issued by OnePath Life Limited ABN 33 009 657 176 AFSL 238341 and is available here. Before acquiring the product or deciding whether to continue to hold the product, you should consider the PDS.

The information provided is of a general nature and does not take into account your personal needs and financial circumstances. You should consider the appropriateness of the advice, having regard to your objectives, financial situation and needs.