Synergy Investment Plus

With a wide range of excellent investment options, Synergy Investment Plus has the flexibility to adapt to your personal investment needs. Whether you are saving for a deposit on your home, the education of your children, or building wealth for your retirement, Synergy Investment Plus has been designed as an easy and flexible way to assist you to build tax-effective capital growth, receive regular income, or to achieve a combination of both.

You have the choice of a wide range of excellent investment options, which you can change quickly and easily with help from your financial adviser. In addition, if you hold existing investments that are on our current investment list, they may be consolidated directly into your account without incurring capital gains tax. Synergy Investment Plus is also appropriate for self managed superannuation funds to help manage their investment portfolios, providing simplified investment management and administration.

You can download the Synergy Investment Plus flyer here, or for more information, download the full Product Disclosure Statement here. Alternatively, you can call the Client Service Centre on 1800 245 636 .

The responsible entity of Synergy Investment Plus is Synergy Capital Management Limited (ABN: 19 062 264 108, AFSL No. 222173, RSE Licence No. L0002417) a wholly owned subsidiary of AXA Asia Pacific Holdings Limited (ABN 78 069 123 011) .