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Showing 31 - 40 of 64 results for "Investment bonds"

Australian Unity's wealth business grows

KANIKA SOOD  |  WEDNESDAY, 12 SEP 2018
... business designed to streamline operations and reduce capital usage, as well as strong growth in property and investment bonds segments," the report said. The independent and assisted living business generated $423 million in total revenue, down from ...

Centuria Life announces promotion

KARREN VERGARA  |  TUESDAY, 24 APR 2018
... for, and use of, bonds as a means of creating, transferring, and protecting wealth. Growth potential for the investment bonds market is solid, due in part to favourable tailwinds from market and policy changes such as the recent changes and limitations ...

Wealth firm appoints chief financial officer

DARREN SNYDER  |  TUESDAY, 20 MAR 2018
... and clients of different generations. Generation Life is a regulated life insurance company and has provided investment bonds for more than 15 years. GDG will also be the parent company to Austock Financial Services which provides administration services ...

Investment bonds see seismic shift: Zenith

ALEX BURKE  |  TUESDAY, 5 DEC 2017
New Zenith research reveals what the ratings house calls a "seismic shift" in the way investment bonds are managed. Zenith showed that in the six years to May 2017, the share of investment bonds allocated to multi-asset strategies rose from 10 to 45% ...

Austock Life revamps, hires new leaders

KARREN VERGARA  |  TUESDAY, 5 DEC 2017
... business also marks an effort to raise awareness among investors about the flexibility and investment appeal of investment bonds, Coombe said. The new product features includes tiered pricing, additional investment options and a range of good value index ...

Australian Unity restructures for growth

JAMIE WILLIAMSON  |  THURSDAY, 26 OCT 2017
... lead the retail division and will also become a director of the Lifeplan business. Walsh has headed Lifeplan's investment bonds business since it merged with Australian Unity in 2009. Meanwhile, wealth and capital markets will encompass financial advice ...

Investors short on tax-effective structures: Centuria Life

EMMA RAPAPORT  |  THURSDAY, 17 AUG 2017
... ongoing regulatory obligations," he said. To overcome these difficulties, Rogan recommends investors to look to investment bonds, a structure which he describes as just as tax-effective as super, and more tax-effective than trusts or company structures. ...

Australian Unity enters trustee services

JAMIE WILLIAMSON  |  THURSDAY, 2 MAR 2017
... generated total revenue of $60.2 million, up 12.7% year on year, while the group continues to dominate the Australian investment bonds market with $2.11 billion in funds under management - a growth of $0.12 billion in six months.

Wholesale funds see strong inflows

JAMIE WILLIAMSON  |  FRIDAY, 23 DEC 2016
... income and unit trusts and investment funds sub-markets were both lower by 7.7% and 4.7%. The cash trusts and investment bonds markets were down 20.2% and up 15.8% respectively.

Lifeplan bond 'highly recommended'

JAMIE WILLIAMSON  |  FRIDAY, 18 NOV 2016
... impacted by any challenges or issues. Zenith said that it views Wealth Preserver as "an innovative addition to an investment bonds' already comprehensive structural benefits and view the feature as an impressive intergenerational wealth transfer tool." ...