Designed for you to tax-effectively save and invest to accumulate the funding for your education-purposed objectives. These Bonds have the flexibility and features to establish financial provisioning for a full spectrum of lifelong education and are tailored for Individual Education Beneficiaries.
What is an Education Bond?
Full control of your investment from beneficiaries and contributions to claims and distributions
Estate and intergenerational planning tools and appointing Bond guardians
Make education benefit claims and other withdrawals (any purpose) anytime
Minimise annual tax and capital gains tax reporting
Switch between 22 investment options within your bond without triggering a tax event
Planning for a lifetime of education expenses
Access to learning and a good education is undoubtedly the gamechanger - not only for our children and grandchildren, but also for ourselves and others dear to us.
Whether it’s primary and secondary education for children, university or vocational training for young adults or on-going learning to advance your career and more, our Bonds cover a broad spectrum of education expenses.
Create and grow an education legacy for your family
Save and invest for your child’s future