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Transition to Retirement

A tax-effective way to generate income or supplement existing income prior to retirement.

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KeyInvest Ltd AFSL 240667 ABN 74 087 649 474 is the product issuer. All the information is general information and factual in nature only, is not intended to be financial product advice, and does not consider the investment objectives, financial situation, or needs of any individual. You should consider whether the information is appropriate, having regard to your objectives, financial situation and needs before acting on the information. You should obtain and consider the Product Disclosure Statement and Target Market Determination for this product (available at https://keyinvest.com.au/forms-resources) before making an investment. You should also seek professional financial advice before making an investment decision.

The level of the effective tax rate estimated over the long term is based on the existing legislative tax framework that applies to investment bonds. The actual level of tax incurred by the underlying fund referable to the relevant investment bond may vary and will be dependent on that fund’s actual level of earnings and investment and transacting profile. Past performance is not indicative of future performance.

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