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Showing 41 - 50 of 65 results for "Investment bonds"

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." ...

Investment bonds key to secure retirement

JAMIE WILLIAMSON  |  THURSDAY, 6 OCT 2016
... last week is passed high net-worth investors may need to consider alternatives to supplement their super such as investment bonds, according to Centuria Capital. Centuria's Neil Rogan, general manager of the investment bond division, believes wealthier ...

Lifeplan increases investment bond options

DARREN SNYDER  |  THURSDAY, 7 JUL 2016
... support from both sides of politics to constrain tax benefits of super, so attractive viable alternatives such as investment bonds will continue to see growing interest," Walsh said.

Investment bonds back in favour: IOOF

KERRIE SYDEE  |  MONDAY, 4 JUL 2016
... again when it comes to tax effective investing, according to IOOF investment specialist Sue Herrald who claims investment bonds are back in favour as pending legislation and tax rates play on investors' minds. While the uncertainty around changes to ...

Industry leaders in sales and marketing recognised at MAX Awards

MARK SMITH  |  FRIDAY, 24 JUN 2016
... Multi-strategy Target Return Fund BlackRock iShares - Building Better Income Portfolios IOOF - WealthBuilder Investment Bonds UBS Investment Bank - UBS Investment Builders Integrated Campaign of the Year netwealth - Let's talk about managed accounts ...

IOOF WealthBuilder options get highest Lonsec ratings

KERRIE SYDEE  |  THURSDAY, 17 MAR 2016
... relevant objectives. Commenting on the rating, IOOF group general manager wealth management Renato Mota said, "Investment bonds offer a great tax-effective investment structure outside of superannuation, so it's not surprising that an increasing number ...

Centuria Life launches investment bond funds

LAURA MILLAN  |  MONDAY, 26 OCT 2015
... to withdraw their investment before 10 years, they can, which gives great peace of mind. Rogan explained that investment bonds can be used in different investment strategies: "High net worth clients may have reached their superannuation cap and want ...

Tax debate highlights need for investments outside super

ALEX BURKE  |  TUESDAY, 14 APR 2015
... consider a more "holistic" investment approach, which may include products such as direct equities, property and investment bonds. "At the end of the day, if there are changes to the way super is taxed and when you can access it, those who only invest ...

Centuria creates key roles to support growth

LAURA MILLAN  |  WEDNESDAY, 4 FEB 2015
... support the business's growth in unlisted property and in the development and distribution of its recently-launched investment bonds. Former AMP executive Neil Rogan has been appointed general manager of Centuria's investment bond division. Rogan spent ...

IOOF hires sales manager from BT

LAURA MILLAN  |  FRIDAY, 23 JAN 2015
... Dalton will be responsible for leading the distribution of IOOF's MultiMix investment funds and WealthBuilder Investment Bonds to the advice market. "Daniel will be well positioned to lead the investment sales team and take advantage of opportunities ...