Investment Bond - Foresters Financial

The astute way to grow, protect, and transfer wealth

Uniquely designed for discerning investors, the Foresters Financial Investment Bond supports long-term financial strategy.

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1.

Leverage tax-free earnings and withdrawals

Pay no personal tax on investment earnings while your money is in the fund. Additionally, withdrawals from the fund after 10 years are tax-free, subject to the 125% Contribution Rule.
2.

Financially protect loved ones and safeguard your estate

You can nominate a beneficiary anytime to receive the proceeds of the Investment Bond in the event of your death—tax free—without the inconvenience of a probate, Will or trust. No yearly renewal is required, and you can update the nominated beneficiary at any time.
3.

Simple, secure wealth transfer to the next generation

When a nominated child—or children—reaches an age of your choosing, there is no capital gains tax paid on the transfer of the policy. Additionally, the start date of the 10-year rule retains from the start of your policy, so the child is closer to tax-free withdrawals from the fund.

A wealth of investment options

The Foresters Financial Investment Bond offers four options designed to align with your distinct financial objectives.

Each option has a unique risk profile and investment strategy. You have the flexibility to choose one option, or a combination of options.

Investment options and asset allocations:

View this extract from the Product Disclosure Statement.

*Please note, we recommend seeking professional advice regarding your individual circumstances and whether the investment option(s) are appropriate for you.