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Showing 51 - 60 of 64 results for "Investment bonds"

Investment bonds a low-tax alternative to super: IOOF

JAMES FERNYHOUGH  |  THURSDAY, 1 AUG 2013

AUI stays with OneVue unit registry

ALEX DUNNIN  |  TUESDAY, 31 JUL 2012
... a client of OneVue since 2006 and uses OneVue's unit registry to administer unit trusts, property syndicates, investment bonds and funeral bonds for institutional funds, retail clients and a network of investment advisers. OneVue chief executive of unit ...

Insurance bonds offer tax effective strategy

LINDA HAUSKEN  |  TUESDAY, 8 MAY 2012
... investors looking to reduce their taxable income and grow their wealth outside of superannuation, according to IOOF. "Investment bonds work particularly well as a complimentary wealth accumulation strategy," said Damian Hearn, IOOF TechConnect senior ...

Lifeplan upgrades investment offer

LINDA HAUSKEN  |  FRIDAY, 4 MAY 2012
... and now offers a changed menu of 16 investment options for clients to choose from. "For example, new generation investment bonds are flexible investment vehicles that offer tax benefits and a wide range of investment choices to suit clients' individual ...

Centuria builds planner support with appointment

ELISE BURGESS  |  WEDNESDAY, 20 JUL 2011
... financial services. Anne Hamieh has joined Centuria and will be responsible for promoting and positioning Centuria's investment bonds and new products. Hamieh will also create a new team for upcoming products. Formerly in analyst, planning and business ...

FSA fines firm for bad advice

FSA RELEASE  |  MONDAY, 14 SEP 2009
... investment products. The regulator found the Henry Neil practice advised clients to sell segments of existing offshore investment bonds and reinvest the proceeds in new bonds, which placed clients at risk of buying unsuitable investments. The FSA found ...

Swanson leaves CommInsure

MICHAEL HOBBS  |  FRIDAY, 19 JUN 2009
... Insurance Company of the Year Award and the 2007 Annuity Provider of the Year Award. Last year, CommInsure won the Investment Bonds Award, Insurance Investment Bonds Award and the prize for Trauma Insurance. During his career, Swanson lived and worked ...

Merger plans for AUI and Lifeplan

COMPANY RELEASE  |  MONDAY, 11 MAY 2009
... Lifeplan - with almost $2 billion in these specialist products - manage Australian Unity's $455 million funeral and investment bonds business. The merger will see both business make the most of Australian Unity Investments' funds management expertise ...

Advisers award top insurers

MICHELLE BALTAZAR  |  THURSDAY, 26 FEB 2009
... advisers," said Klipin. In its third year running, the AFA and Plan For Life have introduced a new category, Investment Bonds, with data drawn from Plan For Life's 2008 Insurance Bonds Report. The inaugural winner was CommInsure for both the Investment ...

Insurance bonds renaissance

RUTH LIEW  |  TUESDAY, 17 FEB 2009
... about the funding needs for their children's education, and other things such as early mortgage repayments - investment bonds and insurance bonds have a pretty good application for all these requirements. "As a planning tool, advisers are using [insurance ...