Annual Statement FY2025: The FY2025 Annual Statements are now available in your portal.
Annual Statement FY2025: The FY2025 Annual Statements are now available in your portal.
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Investment Strategies
Before making any type of investment, you should understand what your investment strategy is as this will then allow you to prepare your approach to investment planning. Your investment strategy is based on your appetite for risk, investment time horizon and investment goals.
Investment Strategies to fund education
With the cost of education in Australia continuing to rise, the benefits of investing for education shouldn’t be underestimated.
You may have a short time before someone in your family needs access to funding for education expenses, or perhaps you’ve just had a baby and are planning well in advance to secure their future education.
Investing for education can mean superior returns over the long term. Are you someone comfortable with taking some risks for greater rewards, or perhaps you prefer a more conservative approach? The answer to these types of questions are what will help you to discover which investment strategy is best for you.
Our savings and investment calculator can be used as a guide to estimate your returns and potential Education Tax Benefits available depending on your contributions and investment performance.
Balance at end of investment period:
Initial Investment
Additional Savings
Total Earnings
Potential Education Tax Benefit Available:
Learn more about the assumptions we have used to make the calculation and the general nature of the advice that it provides.
Extensive options to select from
Our flexible investment menu provides you with ready-made set and forget options right through to sector specific options so you have total control over your investment.
Explore optionsDiscover our new EdSaver, the easy way to start saving for educational expenses.
The information on this website contains general advice only and does not take into account your or your client's objectives, financial situation or needs. Before you act on any advice on this website, please consider whether it is appropriate to your personal circumstances. You should also read the relevant Product Disclosure Statement and Target Market Determination before making any investment decision and download the Application Form which are both available on our website, or you can obtain a copy by calling us on 1300 345 456. Futurity is not authorised to provide tax advice. You should seek independent tax advice regarding your personal circumstances.
Product issuer and finance provider is Futurity Investment Group Limited, ACN 087648879, AFSL 236665, ACL 236665.