Key features and benefits
The key benefits of investing in IOOF WealthBuilder include:
- Tax effective savings vehicle - IOOF pays tax on your investment earnings at a tax rate of 30%.
- There are 12 investment options for you to choose from across the Easy Choice Options and Custom Choice Options menus and switching between investment options is easy.
- There are great savings options for children through the Child's Advancement Policy.
- It’s a simple way to provide for your family when you pass away.
You can:
- start a WealthBuilder account with as little as $500 with a Regular Savings Plan (or $2,000 without a Regular Savings Plan)
- easily add to your WealthBuilder investment by cheque, BPAY® (BPAY® is a registered trademark of BPAY Pty Ltd)or a Regular Savings Plan
- access your money at any time through either one-off withdrawal requests or a Regular Withdrawal Facility
- access more funds to invest by borrowing via the WealthBuilder Loan Facility.
Further information on the benefits of investing in WealthBuilder can be found in the IOOF WealthBuilder PDS.