THE PLATINUM INVESTMENT BOND

Your super may be capped but there’s an alternative

If you’ve hit your annual super cap, the Platinum Investment Bond can offer another approach to tax effective wealth building.*

   
This advertisement has been issued by Lifeplan Australia Friendly Society Limited ABN 78 087 649 492 AFSL 237989, the issuer of the Platinum Investment Bond, without considering your financial objectives, situation or needs. Before acting on it, you should consider its appropriateness in relation to your individual circumstances, and also consider seeking professional advice. You should also read the latest product disclosure statement, a copy of which is available at australianunity.com.au/platinum. A target market determination (TMD) for the Platinum Investment Bond is available at australianunity.com.au/platinum.
*If you withdraw your investment earnings within the first 10 years, there may be personal income tax implications.

THE JOURNAL

Keep up-to-date with the latest issues and our viewpoint:

- A 'Garden Variety' Correction or Much More?
- Defensive Stocks Not so Defensive after All?
- Latest Platinum Quarterly Report

   

A$20,000 invested in the Platinum International Fund in 1995 would now be worth A$370,053, 2

One of Australia’s most trusted international investment managers

Why invest in international equities

Why invest in international equities

Reasons to invest with Platinum

Reasons to invest with Platinum

Be an instinctively better investor

Be an instinctively better investor

"When you buy a stock, you become part-owner of a living organism. ‘Your’ company is a team of people with certain leadership, values, energy and personality. You need to understand what makes it tick, rather than focus on numbers alone."

Kerr Neilson

Founder & Non-Executive Director, Platinum Asset Management

"The significance of initial valuation to total return should not be underplayed. A higher valuation at the time of investment not only reduces the initial earnings and dividend yield the investor receives, but also reduces the margin of safety. The higher the starting valuation, the greater the risk that a downward ‘re-rating’ will overwhelm the company’s growth in earnings."

Andrew Clifford

Co-Founder, CEO & Co-CIO, Platinum Asset Management

"The market is driven by fashion, fear and greed. These are deeply etched aspects of the human psyche and we try to control our own and exploit others'."

Kerr Neilson

Founder & Non-Executive Director, Platinum Asset Management

COMPANY NEWS

2022 Fund Distributions

Final distribution figures now available More

IMPORTANT NEWS

2022 Capital Gains Tax Information

CGT information for investors who redeemed during the 2021-2022 tax year. More