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Lifeplan Education Investment Fund

The Lifeplan Education Investment Fund is a professionally managed savings investment product designed to build a nest egg to fund education expenses for children.

It covers primary, secondary and tertiary education fees and expenses including uniforms, books and school excursions in Australia and overseas.

Features and benefits:

Anyone can start a plan - parents, grandparents, uncles, aunts, godparents or friends
Children or students of any age are eligible
No entry or exit fees
Your choice of 7 leading Fund Managers and 19 investment profiles
Contribute either through an initial lump sum amount, or a monthly savings plan
Raise or lower your contributions according to your circumstances, without any fees or penalties
You are in total control of your money as you can access your money at any time, for any purpose
No withdrawal fees
There are special tax benefits not available in other investment and savings vehicles

For more information and an application, see the Lifeplan Education Investment Fund Product Disclosure Statement (896KB).

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