1Including Medicare Levy.
2When it is held for 10 years and the 125% rule (where each year’s contributions do not exceed 125% of the previous year’s contributions) is met.
Things you should know:
The information contained on this web page is of a factual nature only and is not intended to constitute financial product advice. It has been prepared without considering your individual objectives, financial situation or needs. You should consider its appropriateness in light of your circumstances and consider seeking professional advice relevant to your individual needs before making a decision based on this information. Please view our Financial Services Guide.
CommInsure Investment Growth Bond and Lifestream Guaranteed Income annuities are issued by The Colonial Mutual Life Assurance Society Limited ABN 12 004 021 809 AFSL 235035 (CMLA), a wholly owned but non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“CBA”). CommInsure is a registered business name of CMLA.
A Product Disclosure Statement (PDS) for the CommInsure Investment Growth Bond is available by clicking here and the Lifestream Guaranteed Income annuities PDS is available by clicking here, from your financial planner or by calling 1800 624 100 and should be considered before making any decision about the products.
Commonwealth Financial Planners are Representatives or Authorised Representatives of Commonwealth Financial Planning Limited ABN 65 003 900 169, AFSL 231139, a wholly owned but non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124.
The offers made in the CommInsure Investment Growth Bond PDS and the Lifestream Guaranteed Income annuities PDS are currently available only to persons receiving the documents within Australia. Applications from outside Australia will not be accepted.
Taxation considerations are general and based on present taxation laws and may be subject to change. You should seek independent, professional tax advice before making any decision based on this information.
CMLA is not a registered tax (financial) adviser under the Tax Agent Services Act 2009 and you should seek tax advice from a registered tax agent or a registered tax (financial) adviser if you intend to rely on this information to satisfy the liabilities or obligations or claim entitlements that arise, or could arise, under a taxation law.