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

Search Results

Showing 1 - 10 of 104 results for "investment bond"

GDG delivers 36% jump in FUM

RIDDHIMA TALWANI  |  THURSDAY, 23 JUL 2026
... $622 million driven by sustained adviser demand, strong investment performance and continued momentum across the investment bond offering, it said. "Structural and legislative tailwinds supporting long-term growth remain favourable. Australia's ageing ...

Product showcase: Reframing financial advice

THE FINANCIAL STANDARD TEAM  |  MONDAY, 15 JUN 2026
... within the product to help reduce the impact of higher personal marginal tax rates. If the investor keeps the investment bond for 10 years or more and it is not reset, it's considered fully tax-paid, meaning it can be withdrawn 'tax-free'. ...

Australian Unity to shed 195 roles

MATTHEW WAI  |  FRIDAY, 5 JUN 2026
Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses. "Australian Unity is progressing a strategic review ...

Generation Life snags super fund's head of risk

MATTHEW WAI  |  TUESDAY, 26 MAY 2026
... focuses on platform and institutional collaboration, APL positing and driving further adviser adoption of its investment bond and investment-lined lifetime income solutions.

CFS plots 'largest' retirement product expansion with new alliance

MATTHEW WAI  |  WEDNESDAY, 20 MAY 2026
Colonial First State (CFS) is plotting the "largest-ever" expansion of its retirement offerings through a multi-partner alliance to enhance retirement solutions. Developed with Challenger, Generation Life, and BlackRock, the partnerships transform product-led ...

Generation Life, PPS Mutual make senior distribution hires

KARREN VERGARA  |  TUESDAY, 5 MAY 2026
... and institutional collaboration, APL positioning, and driving further adviser adoption of Generation Life's investment bond and investment-linked lifetime income solutions. He previously worked in senior roles at Ignition Advice, Financial Advice ...

Australian Unity adds Betashares ETFs to bond offerings

RIDDHIMA TALWANI  |  THURSDAY, 23 APR 2026
Australian Unity will include 11 Betashares ETFs on its Lifeplan Investment Bond menu, the first time ETFs have been accessible via its investment bond range. The 11 Betashares ETFs added to the menu invest across growth and defensive assets, spanning ...

FEATURE: Estate planning | Best laid plans

ELIZA BAVIN  |  WEDNESDAY, 1 APR 2026
... advisers around what they want to achieve," Brooke says. "Other than the fact that estate planning through an investment bond is excluded from and can't be challenged through the Will, in general investment bonds allow very bespoke settings to be ...

Tahlia Rozis heads to Generation Life

ELIZABETH FRY  |  THURSDAY, 12 MAR 2026
Tahlia Rozis, who joined Federation Asset Management in November as distribution manager, has left the firm after three months to take up a new role at Generation Life. Generation Life has appointed Rozis as distribution manager. She joins Brendon Rodda's ...

Generation Life expands investment menu

RIDDHIMA TALWANI  |  THURSDAY, 26 FEB 2026
... expansion to our investment menu is designed to achieve." Stranges added by offering these strategies within an investment bond structure, investors and financial advisers can access them more easily, in a way that supports their long-term goals. "Ultimately ...
PREVIOUS
NEXT