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Showing 1 - 10 of 64 results for "Investment bonds"

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 ...

GDG hires chief financial officer

KARREN VERGARA  |  TUESDAY, 23 DEC 2025
... integration of Lonsec (2024) and Evidentia (2025), and contributing to the growth of the group's subsidiaries GenLife (investment bonds) and Evidentia (managed accounts) into scalable, capital-light platform," he said. "Terence will remain with GDG through ...

Feature: Retirement | The right mix

LACHLAN COLQUHOUN  |  WEDNESDAY, 5 NOV 2025
... such as Perennial offering a retirement "income model" and life insurers in the market with an alternative in investment bonds. But while many Australians are engaging with these products, many are not. In addressing this, the solution lies in education ...

Generation Life hires former Allianz Retire+ exec

ELIZA BAVIN  |  TUESDAY, 7 OCT 2025
... evolving wealth needs," Generation Life chief executive Felipe Araujo said. "Building on the heightened interest in investment bonds and our strategic alliance with BlackRock to drive innovation in Australian retirement incomes, Brendon's arrival advances ...
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