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KeyInvest Life Events Bond

The KeyInvest Life Events Bond is a tax effective Investment designed to assist you in planning for life’s major events without effecting your personal tax liability. Your investment can be accessed at any time without restriction and may be an ideal solution for:

  • Tax effective wealth accumulation
  • Saving for a child’s education
  • Investing for a minor
  • An alternative or compliment to superannuation
  • Estate planning as all proceeds paid to beneficiaries are tax free

 

Benefits of the KeyInvest Life Events Bond

 

Tax effective

  • No tax to pay while you remain invested
  • Tax paid withdrawals after the 10 year period
  • Receive a valuable 30% tax offset, reducing tax payable, for withdrawals during the 10 year period
  • No Capital Gains Tax when switching between investment options
  • Ability to increase contributions by up to 125% per year and still withdraw funds after the 10 year period without personal tax  

 

Simplicity and ease of use

  • Start with as little as $100 and save monthly from $25.
  • A set and forget investment set aside for a specific life event
  • Earnings are not declared in a personal tax return while you remain invested for the 10 year period
  • Reduces paperwork. There is no need to track things like Capital Gains Tax, dividend payments and imputation credits
  • No preservation rules or work/test rules

 

Flexibility and choice

  • Access to a wide range of Fund Managers across all asset classes
  • Funds can be used for any purpose
  • Switch between investment options at any time without CGT
  • Access your funds at any time

 

Certainty in Estate Planning

  • Nominated beneficiaries receive funds tax free regardless if they are a dependant
  • Where beneficiaries have been nominated funds do not form part of the estate, avoiding the need to wait for probate
  • Beneficiary details can be updated at any stage
  • Ability to transfer the investment to a nominated child on the age you select. Note: must be between ages 10 - 25

 

Download the PDS/application form 

View Performance and Unit Prices

 

KeyInvest is a trading name of KeyInvest Ltd ABN 74 087 649 474 AFSL 240667.   KeyInvest is not authorised to carry on business in any country other than Australia. The information contained in this website is directed to and available for Australian residents only. Copyright © KeyInvest 2017 unless otherwise noted.

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KeyInvest Head Office

Level 5, 49 Gawler Place Adelaide SA 5000
PO Box 3340 Rundle Mall SA 5000
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Phone: 1300 658 904
Fax: (08) 8231 4079
Email Us:

AFSL: 240667
ABN: 74 087 649 474

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