The Answer

Investors will buy one or more second hand endowment policies issued by AMP, AXA, Comminsure and MLC when they order a portfolio of T-Zero or T-Zero Plus.

T-Zero and T-Zero Plus are the brand names we give to traded endowment policies.

We don't have a product disclosure statement (PDS) as investors purchase existing financial products, namely traded endowment policies.

T-Zero or T-Zero Plus do not pay regular income but are exclusively a growth bond which pays the capital growth at maturity.

The cash growth in T-Zero or T-Zero Plus will be either tax free or fully tax paid at the company rate (30%) depending on whether you are a Superannuation Fund or a Non-Superannuation Fund investor.

Investors are given:

  • Statutory title to their policies
  • Significant capital guarantees from AMP, AXA, Comminsure and MLC at purchase. Typically 90-110% of the purchase price.
  • Written ATO opinion on the gain at maturity
 

THE MINIMUM INVESTMENT IS $30K AND ITS AS SIMPLE AS COMPLETING THE ORDER FORM

We will need to identify if you are a Superannuation or a Non Superannuation investor at time of purchase.

  • No Liquidity Restrictions
  • Cash your investment within 7-10 days
  • Capital Guarantees offered by AMP, AXA, Comminsure and MLC who hold up to AA credit ratings.
An older style investment product that is your best conservative investment option in this market.


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