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Showing 61 - 70 of 104 results for "investment bond"

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 ...

Investment bonds back in favour: IOOF

KERRIE SYDEE  |  MONDAY, 4 JUL 2016
... tax rates play on investors' minds. While the uncertainty around changes to superannuation has reinvigorated the investment bond, Herrald notes that regardless of the legislative outcome, investment bonds can offer investors an alternative tax structure ...

Industry leaders in sales and marketing recognised at MAX Awards

MARK SMITH  |  FRIDAY, 24 JUN 2016
Awards honour modern marketing, advertising and sales excellence (MAX) in 18 categories including Marketer of the Year, Sales Executive of the Year, and Product Launch of the Year. Now in its 21st year, the annual MAX Awards recognise Australia's leading ...