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Showing 61 - 70 of 106 results for "Investment Bond"

Australian Unity restructures for growth

JAMIE WILLIAMSON  |  THURSDAY, 26 OCT 2017
Australian Unity streamlined its business, including changes to management, as part of a transformation program to capitalise on its growth and to better meet customer needs. The company has created three individual divisions focused on the needs of ...

Investors short on tax-effective structures: Centuria Life

EMMA RAPAPORT  |  THURSDAY, 17 AUG 2017
Changes to superannuation and news Bill Shorten has discretionary family trusts in his sights is making investors worried about their investment future. Centuria Life general manager Neil Rogan says if family trusts are taxed at 30%, as per Bill Shorten's ...

NAB collaborates on responsible investment bond

JAMIE WILLIAMSON  |  THURSDAY, 27 JUL 2017
National Australia Bank placed Australia's first sustainability bond for the Australian Catholic University, valued at $200 million. The bond, which funds both green bond and social bond projects aligned to the International Capital Markets Association's ...

Advisers must seek alternative estate planning options: Austock

EMMA RAPAPORT  |  WEDNESDAY, 21 JUN 2017
... Austock Group. In a note to financial advisers, the registered pooled development fund recommends considering an investment bond. The bond provides for an arrangement that is not only separate from a client's Will, but can facilitate the passing of proceeds ...

BT Financial Group wins Life Company of the Year

ALEX BURKE  |  FRIDAY, 10 MAR 2017
... Term/TPD and Trauma awards; CommInsure won for Risk Product Innovation, Annuity and Income Stream Innovation, and Investment Bond Results; Challenger was crowned winner of the Overall Annuity Provider and Long Term Income Stream awards; and TAL was given ...

Australian Unity enters trustee services

JAMIE WILLIAMSON  |  THURSDAY, 2 MAR 2017
Marking the first trustee financial services licence issued in more than two decades, Australian Unity has launched its trustee services business. Revealed in the group's interim results, Australian Unity Trustees will provide estate planning, trustee ...

Wholesale funds see strong inflows

JAMIE WILLIAMSON  |  FRIDAY, 23 DEC 2016
Australian wholesale funds grew $36.2 billion over the September quarter, while retail managed funds market grew $24.9 billion. According to the latest statistics from Strategic Insights, more than 90% of the growth in wholesale funds occurred over ...

Lifeplan bond 'highly recommended'

JAMIE WILLIAMSON  |  FRIDAY, 18 NOV 2016
Zenith has upgraded its rating of the Lifeplan Investment Bond from 'recommended' to 'highly recommended'. Following a review, Zenith described the bond's investment menu as robust, offering a diverse range of investment managers, asset classes and ...

Investment bonds key to secure retirement

JAMIE WILLIAMSON  |  THURSDAY, 6 OCT 2016
... their super such as investment bonds, according to Centuria Capital. Centuria's Neil Rogan, general manager of the investment bond division, believes wealthier investors may face ongoing uncertainty and need to think about alternative tax effective investment ...

Lifeplan increases investment bond options

DARREN SNYDER  |  THURSDAY, 7 JUL 2016
Investment bond specialist Lifeplan is rolling out eight new investment options and an additional rebate tier across its NextGen suite as part of a surging interest in the product. Head of Lifeplan, Matt Walsh, said proposed changes to superannuation ...