Alternative to Super

Superannuation is a tax effective way to save for retirement but for many clients, Superannuation alone is not enough. Super has its limits, such as not being able to withdraw funds until preservation age, limits to tax concessional contributions and restrictions on investing  lump sums, such as inheritances, if you have retired and are no longer working. The KeyInvest Life Events Bond can complement and enhance  your retirement savings.

 

Key Benefits 

  • No work test or contributions caps. You can contribute any amount each year subject to the 125% rule
  • Access to your funds at any time by lump sums or regular withdrawals
  • Ability to nominate beneficiaries and proceeds are tax free on death

 

Case Study

Helen and Drew, both aged 48, have received a $200,000 inheritance from Helen's Dad's Estate. They would like the option of retiring early and decide to invest $100,000 into their Super and $100,000 in a KeyInvest Life Events Bond.  Assuming a 5% pa return on their Life Events Bond over a period of 10 years, they would have $162,889 in savings. Although they cannot access their Superannuation for another two years (age 60), they can withdraw over $80,000 pa to fund their early retirement until their Superannuation is accessible. 

Contact Us

Our Financial Products have been designed to Help You Save for the Future

Enjoy Life knowing Your Future is Secure with KeyInvest.

Call Us Today on 1300 658 904 or Complete the form below and one of our friendly staff will contact you asap.

Testimonials

Our Financial Products have been designed toHelp You Save for the Future

Enjoy Life knowing Your Future is Secure with KeyInvest.

Click Here or Call Us Today on 1300 658 904 There’s Never Been a Better Time to Secure Your Future

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
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