Tax effective investment

Contemporary and flexible investment bonds that provide access to a wide range of investment options.

Lifeplan offers three tax effective investment solutions that can be used for wealth creation, estate planning or as an alternative to complement superannuation.

NextGen Investments

A simple, tax effective investment bond, designed to fulfill wealth accumulation goals, estate planning, regular income or child advancement.

Key features
  • 38 diverse investment options
  • Flexibility to switch between investment options
  • Regular savings plans
  • Access to funds at any time
  • Ownership can be individual or joint, companies or trusts
  • Wealth Preserver - a unique estate planning protection option
  • Online application (licensed advisers only)
  • Dedicated call centre in Australia
View Details

Lifeplan Education Investment Fund

A specially designed savings and investment product which gives investors more choice and flexibility to fund the education expenses of a child or student of any age.

Key features
  • Qualifies as a scholarship plan
  • A broad range of education expenses can be claimed
  • Tax paid on earnings by Lifeplan is refunded when an educational expense is claimed
  • 16 investment options managed by 6 of Australia's leading fund managers
  • No age or relationship restrictions on student beneficiary
  • Ready access to funds, including tax-free access to contributions
  • Change the nominated student at any time
View Details

FuneralPlan Bond

A simple, safe and effective way to put money aside or accumulate funds to help meet the cost of funeral expenses.

Key features
  • Owned in single or joint names
  • Flexibility and choice of funeral provider
  • No personal tax liability
  • Capital guaranteed
  • Social security concessions
  • No health restrictions as there is with Funeral Insurance
  • Option to nominate or assign the Funeral Plan to a Funeral Director
  • Optional Travel Protection Plan
View Details

Learn more about Lifeplan's investment bonds

Performance and unit prices

Reports on underlying perfomance on the investment options for Lifeplan investment bonds.

Forms & FAQs

Online resources, forms and FAQs related to Lifeplan investment products.

News and Media

The latest news and announcements.

Are you a registered adviser with Lifeplan?

Take advantage of adviser resources and online applications available via the Lifeplan adviser portal. Registered advisers can:

  • Submit application forms to invest in Lifeplan investment bonds on behalf of clients.
  • Access our full suite of online tools, calculators and adviser resources to help you manage your client's needs.

It's free to register, simply complete our online registration form or call us on 1300 133 285.

REGISTER TODAY

Interested in investing with Lifeplan?

Contact us today for more information on investing in one of our Lifeplan investment bonds.
We'll be able to help with any enquiries you may have.

Adviser support
Investor support