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What is an Education Bond?
An Education Bond is a tax-effective investment product designed to help meet the cost of education, and can also be used for other purposes. It can be for yourself but most people use an Education Bond to invest in the future of their children or grandchildren.
Offering all the features of an Investment Bond, an Education Bond also has special Education Tax Benefits, Estate Planning features and the discretion to appoint multiple Beneficiaries.
An Education Bond is an excellent way to ensure the money you set aside to invest for your loved ones will be passed on as you intended.
An Education Bond offers all the features and benefits of a traditional Investment bond with the added bonus of special education tax benefits and estate planning features.
Discover the differences between an Education Bond and an Investment Bond
What is an Education Bond?
Futurity Education Bonds offer a variety of tax benefits, making them a great choice for tax-effective investing.
Due to their unique structure you can enjoy lower tax rates, education benefits and tax-free withdrawals.
What is special about Futurity's Education Bonds?
This is a ground-breaking Education Bond product range.
First Ever Family Education Bonds giving you discretion to appoint multiple Education Beneficiaries under the one tax-effective, flexible Bond.
Individual Education Bonds to tailor separately invested, managed and accounted for Bonds for individual Education Beneficiaries.
Lifelong Education Courses & Lifelong Education Expenses designed for you, your children, grandchildren and others – with Bond Terms up to 99 years.
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.