At Australian Seniors, we know that planning for your financial future matters – especially when it comes to leaving a lasting legacy. Seniors Investment Bond is designed for over 50s like you, offering a simple and tax-effective way to grow your wealth and support the people who matter most.
Estimate how your investment could grow
Our investment growth calculator can help you see an estimate of how your money could grow over time, based on your starting amount, regular contributions, and chosen timeframe. It’s an easy way to explore your options before you decide what’s best for you and your family.
Investment bond calculator
This calculator lets you plug in your starting amount, regular contributions, and timeframe to see an estimate of how your Seniors Investment Bond could grow. Adjust the sliders and fields to compare different scenarios before you decide how you’d like to invest.
Powered by Australian Unity, a member-owned organisation with over 180 years of experience helping Australians secure their financial wellbeing.
Important Information
- Seniors Investment Bond is issued by Lifeplan Australia Friendly Society Limited ABN 78 087 649 492 AFS Licence number 237989, a wholly owned subsidiary of Australian Unity Limited ABN 23 087 648 888 (Lifeplan).
- Information provided here is indicative and general in nature and has not taken into your account your objectives, financial situation or needs. You should read the Product Disclosure Statement before making any investment decision. Any decisions relating to a financial investment should only be based upon a consideration of your overall objectives, current and anticipated situation or needs, and should not be influenced by historical data such as past performance. Refer to the Target Market Determination (TMD) for Seniors Investment Bond. The PDS and TMD for Seniors Investment Bond are available at seniors.com.au/investment-bond or by calling 1300 354 903.
- Illustrative Information only: Figures are based off internal calculations over a projected period and are not necessarily a projection of future performance. Any examples or information provided in the case studies are for illustrative purposes and investors should therefore place no reliance on this content when making any decision to invest. Forecasts about future performance are based on reasonable assumptions, including that a regular savings plan is maintained, over a period of at least 10 years, and that tax law does not change. Forecasts are not guaranteed.
- Any tax information provided here and in any disclosure documents is general in nature and is only intended to provide a guide on how tax may affect investors. Tax laws may change in the future and may affect an investor’s tax position and the tax information described in any disclosure documents issued. Investors should seek independent tax and financial advice relevant to their particular circumstances. If you withdraw your investment earnings within the first 10 years, there may be personal income tax implications. Refer to the PDS for more details about withdrawals and additional contribution rules. Past performance is not indicative of future performance. Investing involves risks, refer to the ‘Investment risks’ section of the PDS for more information.