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

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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.
InvestorBenefits - access a range of discounts and special offers through OnePath's exclusive InvestorBenefits.

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)

More Information

Have you considered

Fund performance

Forms & brochures

Updates

Product update	Date
OnePath Significant Event Notice 27 Feb 2012 (68kB PDF)	February 2012
OnePath Significant Event Notice 17 Feb 2012 (68kB PDF)	February 2012
Closure of OnePath Protected Growth Fund No.2 (53kB PDF)	August 2011
Important update – OnePath Protected Growth Fund and OnePath Protected Growth Fund No.2 (58kB PDF)	July 2011
Improvements to OnePath’s transaction processing (64kB PDF)	March 2011

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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.