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Understanding Imputation Bonds

Austock Life Imputation Bonds offer you a flexible and tax effective way to save and invest.

Best Suited Investors

Imputation Bonds are suitable for investors seeking a tax-effective investment over a long-term time-frame. They are ideal for accumulating a Tax-Paid lump sum for a specific objective or to build an investment nest-egg to draw down over a future period. (See ‘Strategies and Uses’ section.)

They are especially helpful for investors with personal Marginal Tax Rates (MTRs) above 30%. It can often be overlooked that many investors have MTRs of over 40% applying to each incremental dollar of investment income.

Click here to find out more about the Investment and Taxation Structure Benefits.

Before acting on this information, Austock Life recommends that you seek advice from your Financial Adviser. Please read the current Austock Life Imputation Bonds Product Disclosure Statement (PDS), available from your adviser or by downloading Part A  and Part B before investing in Austock Life Imputation Bonds.  Click here