Austock Life Imputation Bonds

 

Imputation Bonds innovatively combine the long established benefits of an insurance bond with a modern, re-engineered investment platform. They are:

 

  • long-term investments for accumulating "Tax-Paid lump sums - ideal for meeting "life-event" investment objectives, such as education funding, estate planning, home ownership, or as an accessible alternative to superannuation; and
  • growth accumulation investments - the Bonds do not annually distribute taxable income or taxable capital gains to you - instead, all investment gains (both income and capital) in the Bond's Investment Portfolios are automatically reinvested without personal tax impact.

Investment Menu - 25 Choices

 

Imputation Bonds have a menu of 25 Investment Portfolio choices classified under three Investment Strategies.

 

You can construct your Bond's own Investment Portfolio mix by using just one, or diversifying across multiple Investment Portfolios from all of the 25 menu options. With the Bond's switching facilities you can change your Investment Portfolio mix at any time to suit your changing circumstances or market conditions.

 

Click on your preferred Investment Portfolio Option(s) contained in the diagram below to read its fund summary.

Cash & Deposits Australian Fixed Interest International Fixed Interest Australian Fixed Interest Indexed Australian Hybrids Australian Property Securities Austock High Yield Fund Australian Property Securities Indexed Mortgages International Property Securities Australian Shares Australian Small Cap Companies Australian Shares Indexed Austock Australian Equity Australian Shares Geared Australian Shares Industrial Shares Ethical SRI Australian Shares International Shares International Small Cap Companies Sectoral Blend International Shares Indexed International Shares Balanced Growth Balanced Portfolio