Investing and Withdrawing

You have the flexibility to make regular payments, pay in lump sums or both. You can also, in normal circumstances, withdraw all or part of your investment at any time (subject to applicable minimums).

Investment type

Minimum investment

Lump sum investment

$5,000 for the first lump sum - $500 per lump sum after that

Regular investment

$1,200 per year for each Trust - choose to pay this weekly, fortnightly, monthly or quarterly