AustChoice Investment Service

The AustChoice Investment Service is a flexible multi-purpose investment vehicle.

The AustChoice Investment Service ('The Service') is an investor directed portfolio service like scheme ('IDPS-like scheme') providing a broad choice of funds, most of which are wholesale. The Service gives you access to a wide selection of domestic and international fund managers and investment markets, including cash, fixed interest, shares and property, with a single point of contact.

Careful planning is needed to help achieve your financial security and independence. Investment specialists will tell you that a sound strategy is to diversify your investments, to have good investment administration and to review your investment regularly as economic and personal circumstances change.

However, having a number of investments usually entails complex paperwork. The Service has been designed to allow diversity and flexibility of investments to achieve your investment and lifestyle goals whilst consolidating your investment into one easy-to-manage fund. You're able to switch your investments to match your changing circumstances, undertake a regular savings program, or redeem investments when needed.

The Service gives you a choice of investment strategies and options which can be tailored to achieve your individual objectives. You may wish to utilise a number of the available investment options to compose your preferred portfolio.

The Service offers investors the option of a margin loan facility which enables you to borrow (or 'gear') to invest in the Service. The Service offers lump sum regular margin lending programs using external providers. Gearing may be a tax effective strategy for some investors as the interest payable on an investment loan should be tax deductible. It is recommended that you consult with your financial adviser before participating in the margin lending facility.

For further information on the AustChoice Investment Service please consult your financial adviser or contact our Investor Service Centre on Free Call 1800 333 900.