Boost your retirement savings by up to 25%
Our retirement plans are designed to help you create financial security in retirement by rewarding your healthy lifestyle and investment behaviours with boosts and fee discounts.
Take advantage of our current offer, where you can get an enhanced boost of up to 25% on your extra contributions to your lump-sum Retirement Annuity. This can help you get closer to achieving your retirement goals.
Maximising your retirement annuity with this offer
This offer is available from 1 October 2025 to 27 February 2026.
Speak to your financial adviser today to find out how you can take advantage of this offer and enhance your retirement planning.
The offer will only apply to existing business. All documents must be completed and received within the offer period, and money allocated to the investment by 27 February 2026. Existing business includes all clients invested in lump-sum Retirement Annuities that qualify for the boost, excluding Classic Plans. Internal Section 14 transfers that are invested into the lump-sum Retirement Annuity are considered as a credit to the Fund and do not qualify as an additional contribution. These include full or partial withdrawals from existing Pension or Provident Preserver Plans, lump-sum or recurring Retirement Annuities, the Discovery Retirement Optimiser or any withdrawals from the savings component under the two-pot retirement system. The current offer boost percentage only applies to additional contributions made six months after your client's lumpsum Retirement Annuity inception date. The current offer will only apply to additional contributions made at least 10 years before the client's selected retirement date. If the client makes many extra contributions during the offer period, the portion of the total contributions that receives the higher boost is limited to 20% of the Fund value at the time they make the contribution.
This document is meant only as information and should not be taken as financial advice. For tailored financial advice, please contact your financial adviser. Discovery Life Investment Services Pty (Ltd), registration number 2007/005969/07, branded as Discovery Invest, is an authorised financial services provider. All life insurance products are underwritten by Discovery Life Ltd, registration number: 1966/003901/06, a licensed life insurer and an authorised financial services provider and registered credit provider, NCR registration number NCRCP3555. All boosts are offered through the insurer, Discovery Life Limited. The insurer reserves the right to review and change the qualifying requirements for boosts at any time. Product rules and terms and conditions apply.