Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 67 results for "Investment bonds"

Australian Unity to wind down Platypus AM

ELIZA BAVIN  |  TUESDAY, 1 SEP 2026
... greater value for members, and focus our capital and resources on areas of enduring competitive strength, including investment bonds, social infrastructure property across healthcare, aged care and specialist disability accommodation, investments, and ...

GDG posts 21% profit rise as record inflows lift FUM

VINNY VUCAGO  |  THURSDAY, 27 AUG 2026
... $5.95 billion, with annual grow sales exceeding $1.5 billion. The business continued to benefit from demand for investment bonds with GDG pointing to retirement, wealth transfer and tax efficiency as structural drivers. Evidentia Group's managed account ...

GDG delivers 36% jump in FUM

RIDDHIMA TALWANI  |  THURSDAY, 23 JUL 2026
... retirement income solutions and continued need for financial advice are expected to support demand across our investment bonds and LifeIncome products, managed accounts and research businesses over time," Generation Development Group chief executive ...

Product showcase: Reframing financial advice

THE FINANCIAL STANDARD TEAM  |  MONDAY, 15 JUN 2026
... wealth transfers are no longer straightforward. Tax optimisation is key Generation Life offers advisers a suite of investment bonds that are designed to answer the need for flexibility and, at the same time, greater certainty within the tax paid bond. ...

Australian Unity to shed 195 roles

MATTHEW WAI  |  FRIDAY, 5 JUN 2026
... due to heightened cost to cover ongoing delays on tech transitions. Specifically, the integration of W&CM's investment bonds businesses, Australian Unity Life Bonds (formerly IOOF) and Lifeplan Australia Friendly Society, have experienced delays ...

CFS plots 'largest' retirement product expansion with new alliance

MATTHEW WAI  |  WEDNESDAY, 20 MAY 2026
... capabilities. Meanwhile, Generation Life's investment-linked IRIS will be integrated onto FirstChoice and investment bonds onto FirstChoice and CFS Edge, which will be brought forward by BlackRock's investment capabilities to deliver those products. ...

Australian Unity adds Betashares ETFs to bond offerings

RIDDHIMA TALWANI  |  THURSDAY, 23 APR 2026
... diversification within a long-term investment structure. "We're seeing more parents and grandparents use investment bonds as a structured way to build wealth for the next generation, whether that's helping their kids with home deposits, supporting ...

FEATURE: Estate planning | Best laid plans

ELIZA BAVIN  |  WEDNESDAY, 1 APR 2026
... lot of pressure." Setting the rules While trusts are popular vehicles, many advisers are also looking towards investment bonds as an option for more complex matters because of the rules that can be set around their use. KeyInvest chief executive Craig ...

Tahlia Rozis heads to Generation Life

ELIZABETH FRY  |  THURSDAY, 12 MAR 2026
... Life's continued investment in growing its distribution footprint and supporting advisers with solutions such as investment bonds and retirement products," he added. Rozis brings close to a decade of experience in funds management and platform distribution ...

GDG reports record FUM growth, eyes stronger second half

MATTHEW WAI  |  WEDNESDAY, 25 FEB 2026
... leading position with 60% market share of inflows", which was supported by a record number of advisers using investment bonds, it said. The business remains "very confident" on the structural growth opportunity ahead, including some of the incoming tax ...
PAGE:
1
PREVIOUS
NEXT