Terms and Conditions

  • Cannot be received in conjunction with any other Lifetime Asset Management offer.
  • This is a one-off payment made towards your investment account balance, when you invest $50,000 or more within the Lifetime Retirement Funds of new funds.
  • If you make a full withdrawal of your account balance prior to 30 October 2027, your account balance will be paid minus the value of your Cash Bonus. Partial withdrawals will be pro-rata.
  • There is a limit of one Cash Bonus per customer.
  • Applications must be received by 20 December 2024, and Funded by 31 January 2025.
  • Switches of existing members funds within the Lifetime Retirement Funds funds or withdrawals and reinvestments are not valid for this promotion.
  • Lifetime Asset Management reserves the right to amend, vary, extend or discontinue this offer at any stage, for any reason.