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Centuria LifeGoals Education Bond

AFSL 230 867 APIR OVS0760AU

We are excited to provide to investors the opportunity to invest in the Centuria LifeGoals Education Bond.

The Education Bond can help your clients achieve start saving for future education costs—for their kids, grandkids, or even themselves—in a tax-smart way. They can begin with just $500 and add to it regularly to build a solid nest egg for education expenses. Since it’s set up as a Scholarship Plan under tax rules, there are contribution limits—up to $1,250,000 per student to get started. You can also contact our Investor Services team on 1300 50 50 50 for assistance.

Resources

Key adviser benefits:

  • Extensive adviser and AFSL reporting functionality & data feeds.
  • Lonsec ‘Recommended’ rating for platform. The ratings for individual funds carry through to each investment option.
  • Case studies, investment strategy papers and advice support including SOA templates.
  • Dedicated adviser support with national sales team and call centre.

Education costs:

The education cost must be directly related to and incurred in relation to the enrolment and study in an approved course.

Approved education expenses are all subject to the general requirement that they must be directly related to and incurred in relation to the enrolment and study in an approved course, Centuria Life determines whether an education expense is an approved education expense.

Resources

We have provided a range of support features accessible below. Additional resources available by contacting our Distribution team.

How to invest


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