IOOF WealthBuilder
IOOF WeathBuilder allows you to offer different medium to long term investment strategies to your clients using tax-effective investment bonds. Some of the benefits of WealthBuilder to you as an adviser include:
- Diversity in your client offering – by having WealthBuilder as part of the suite of solutions you can offer to your clients to suit their financial needs and lifestyle goals.
- Tax effective investments – provided that the investment is held for a period of 10 years, income is taxed at the corporate rate rather than the marginal rate and investment switching does not incur capital gains, so you could help your clients grow their investments faster. Plus there is nothing to declare on your client’s tax return.
- Access to funds - funds invested in WealthBuilder may be accessed at any time (although there may be tax consequences for early withdrawal), and unlike super, your clients don’t need to meet a condition of release.
Find out more about IOOF WealthBuilder
Find out more information on each wealth solution:
Loan Facility
Your clients can access an attractive loan facility secured against their WealthBuilder investment (conditions and loan approval criteria apply). There are currently no loan fees, establishment fees or stamp duty payable. Find out more information, including rates.