This means investing money outside the superannuation environment in order to achieve certain objectives, such as income, growth and/or tax effectiveness.

  • Managed Funds
  • Separately Managed Accounts
  • Wraps
  • Insurance Bonds
  • Annuities
  • Bonds
  • Shares
  • Property
  • What is the cost of an investment such as a managed fund?
  • What are the fees associated with such investing?
  • Where is my money invested in a managed fund?
  • Can I access my money in a wrap or managed fund, or insurance bond?
  • What happens to my investment when I die?
  • What is an insurance bond?
  • How can I set up my investment for a child?

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