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Showing 1 - 10 of 11 results for "Imputation Bond"

Insurance bonds meeting retirement income demand

ALEX BURKE  |  TUESDAY, 10 JAN 2017
... was put into an annuity earning 2.5% and paying $20,000 for 20 years. The remainder was then invested into an imputation bond, 40% through a term deposit fund and 60% in a mainstream balanced fund; this mix, Austock Life said, had delivered a historical ...

Austock expands investment menu

MARK SMITH  |  THURSDAY, 18 AUG 2016
Austock Life has expanded its Vanguard Tax-Paid range, adding three new indexed options to its imputation bond menu. The addition of the Vanguard Diversified Conservative Index, Vanguard Diversified Growth Index and Vanguard International Shares (Unhedged) ...

Advisers recommending imputation bonds to sidestep will worries

ALEX BURKE  |  FRIDAY, 29 JAN 2016
Advisers are increasingly recommending that retiree clients use imputation bonds to safely deliver bequests to beneficiaries, according to Austock Life head of IFA product and relationships Richard Atkinson. Imputation bonds differ to traditional entitlements ...

Centuria Life launches investment bond funds

LAURA MILLAN  |  MONDAY, 26 OCT 2015
... investors exposure to Australian and international property, both directly and through listed entities. The Centuria Imputation Bond is a higher risk fund invested primarily in Australian shares and focused on those who pay a high dividend. Its aim is ...

Alternative income sources could benefit retirees

ALEX BURKE  |  MONDAY, 29 JUN 2015
... payment streams based on life expectancy or a specific fixed term at any time. Investors can also switch between imputation bond investment profiles without incurring capital gains tax penalties. "But it is important to understand that an imputation ...

Austock Life appoints national sales manager

LAURA MILLAN  |  FRIDAY, 7 JUN 2013
... to a relatively narrow band of financial advisers the significant strategy-based planning benefits of using our Imputation Bond master insurance bond platform and the ChildBuilder Bond," Austock Life managing director Ross Higgins said. Record inflows ...

EQT wins Austock Life mandate

MELANIE TIMBRELL  |  TUESDAY, 24 APR 2012
Life insurance company Austock Life has added Equity Trustees Limited's Mortgage Income Fund to its Imputation Bond menu. "It is very important to many of our investors - especially those using the Imputation Bond's estate planning and aged care strategies ...

Austock launches planning arm

MICHAEL HOBBS  |  FRIDAY, 13 JUN 2008
Austock Group branches out of stockbroking and into financial planning after poaching three former Ord Minnett Financial Planning advisers to join the group. Austock Financial Planning will open for business on June 16 after five former Ord Minnett ...

Austock Life strikes $100m

RUTH LIEW  |  TUESDAY, 6 MAY 2008
Austock's specialist issuer of tax-paid investments, Austock Life, has reached the $100 million pit stop in its total funds under management. Underlying the $100 million milestone is Austock Life's Imputation Bonds, a full-featured masterfund that uses ...

Austock Life on Rainmaker iTV

Need to know more about imputation bonds and other tax effective strategies? Austock Life is the first to present a video-on-demand (VOD) seminar exclusively for financial planners regarding tax-paid managed funds, now available on Rainmaker iTV. Just ...
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