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Showing 41 - 50 of 106 results for "Investment Bond"

Generation Life awards tech mandate

KARREN VERGARA  |  WEDNESDAY, 5 MAY 2021
... 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 ...

Evergreen partners with Generation Life

KANIKA SOOD  |  MONDAY, 3 MAY 2021
... 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 ...

Vanguard targeted in bond fund scam

KANIKA SOOD  |  WEDNESDAY, 31 MAR 2021
... 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 ...

Investment bonds a good alternative to Wills: GDG

KANIKA SOOD  |  FRIDAY, 26 MAR 2021
... 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 ...

Life Company of the Year named

ANNABELLE DICKSON  |  THURSDAY, 18 MAR 2021
... 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 ...

Generation flags Ascalon closure

ANNABELLE DICKSON  |  THURSDAY, 19 NOV 2020
... 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 ...

Life insurers recognised for innovation

KARREN VERGARA  |  TUESDAY, 3 NOV 2020
... 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 ...

OneVue scores admin mandate

KANIKA SOOD  |  MONDAY, 29 JUN 2020
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 ...

Russell Investments names wholesale partnerships lead

KARREN VERGARA  |  WEDNESDAY, 5 JUN 2019
... 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 ...

New tax-effective Aussie shares fund

KANIKA SOOD  |  THURSDAY, 30 MAY 2019
... 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 ...