Search Results | Showing 41 - 50 of 106 results for "Investment Bond" |
| | | ... will provide an investment administration solution for its new investment-linked lifetime annuity and existing investment bond business. The software, InvestPro, provides unit pricing, cash allocation and rebalancing, tax accruals, investment accounting ... |
| | | | ... implemented via Generation Life's tax-effective structure. The Evergreen Responsible Growth Model is a tax-effective investment bond that will target a return of 3.5% above the cash rate per year, after fees and costs. Evergreen said it is using ... |
| | | | ... this low-rate environment, these scammers are taking advantage of investors seeking higher yields through a fake investment bond offering eye-catching - but ultimately unrealistic - yields. Echoing ASIC's February warning: if it feels too good to be ... |
| | | | ... bonds don't incur capital gains tax. Instead, they are taxed at maximum 30%. Transferring ownership of an investment bond, for example to children, is also a non-CGT event. Investors can also withdraw their funds at any time. Further, they are treated ... |
| | | | ... clients." AFA partnered with Plan for Life who provided the benchmarking research for life insurance, annuity and investment bond product awards. AIA Australia won the Service Quality Award while TAL's Accelerated Protection Life Insurance Plan took ... |
| | | | ... around $800 billion. The fund will have a tax rate of less than 10% and targeting flows outside the traditional investment bond space. It will commence its bookbuild in December and will launch to retail investors in April 2021. The Generation Life Market ... |
| | | | ... Lifetime Pension). It also scored the Tools and Calculators Award. Generation Life is the winner of the Overall Investment Bond Excellence Award, Bond Estate Planning Award and Bond Child Policy Award. Australian Unity's FuneralPlan Bond won the ... |
| | | | Amid the Sargon kerfuffle and an acquisition bid, OneVue has managed to snag its single biggest client in its managed funds administration business. Australian Unity Wealth & Capital Markets (AUWCM) has signed a five-year outsourced managed fund administration ... |
| | | | ... Australia's oldest companies, Gowing Bros. Prior to Gowings, he was the general manager of Centuria Capital's investment bond division for more than three years. Michael Blake, formerly Centuria Capital's head of sales and marketing, was appointed ... |
| | | | ... considering tax is during handling cash flow events such as redeeming assets. We can do this effectively inside the investment bond structure because all investors are subject to the same tax regime," Cappetta said. The firm uses a third-party portfolio ... |
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