Enjoy higher boosts of up to 50% to your retirement savings

The offer will apply to versions of the Discovery Retirement Optimiser Retirement Annuity that have the Retirement PayBack Booster benefit with applicable exclusions. All documents must be completed and received within the offer period, and money allocated to the investment by 27 February 2026. The offer is available to new and existing clients. New clients will only be allowed to make the lump-sum contribution once their Discovery Retirement Optimiser has been activated. Only one lump-sum ad hoc contribution per policy will qualify for the current offer boost. The current offer will only apply to new money being invested in the Discovery Retirement Optimiser. Internal Section 14 transfers that are invested into the Discovery Retirement Optimiser are considered as a credit to the Fund and do not qualify as an additional contribution. These include full or partial withdrawals from existing policies. Clients must be age 50 or younger and must be at least 10 years from their currently selected retirement date, at the time when the lump sum adhoc is made. This boost will be subject to the same servicing rules as the Retirement PayBack Booster benefit. Therefore, if clients reduce their contributions, lapse or alter their Discovery Life Plan, or retire early, their boost may be reduced or fall away entirely.

The lump-sum fee structure applicable to the Discovery Retirement Optimiser will be applied to the additional contribution. Please refer to the relevant fact file for the full details on the fees charged on an additional contribution. The additional contribution will not qualify for the Retirement Investment Integrator, Life Plan Optimiser or Fee PayBack. This boost will not be paid out in the event of death resulting from any pre-existing conditions, physical defects, illnesses, injuries, or diseases that the client had, were aware of or reasonably should have been aware of, or received medical treatment or advice for in the three years prior to making the lump-sum 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 Limited, 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.