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The power of investment bonds and the benefits for your clients | Newcastl...

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NOAHS On The Beach

Corner Shortland Esplanade & Zaara St

Newcastle, NSW 2300

Australia

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Recent changes to superannuation have resulted in renewed interest in the investment bond sector. Investment Bonds have seen an uplift of over 30% in total market flows over the past 6 months*.

Investment bonds are the ideal tax effective solution to help clients achieve their investment goals with flexibility and certainty. Now, as a very cost effective solution, combined with broad investment options covering every asset class, investment bonds can assist with all of life’s various stages and enhance your client's wealth strategy.


You’re invited to join Generation Life to find out how investment bonds provide significant flexibility to cater for different client needs and strategies including:

  • Estate planning - find out about the new strategies available to give your clients certainty and peace of mind over transferring their wealth without involving the legal estate
  • Small business strategies – opportunities to reduce CGT when small business clients sell
  • Reducing distributable income of family and Discretionary Trusts
  • A tax effective, complementary alternative to superannuation with no restrictions on access or contribution levels

We will also share other thought provoking strategies on small business, funding the rising costs of future generations (e.g. education and housing) and improving pension entitlements through Centrelink benefits.

You will earn two CPD points for attending this valuable, educational event.

Our recent educational event in Perth was booked out in 5 days, so get in quick and don’t miss out on your chance to find out more about these valuable strategies for managing your client’s investment needs.

Places are limited, please RSVP today to avoid disappointment





Presented by Richard Atkinson, Head of IFA Product & Relationships


Richard Atkinson

Richard Atkinson has been educating financial advisers on the use of bonds for nearly 15 years now. His understanding of the rules and features of Bonds makes him one of the ‘go-to’ sources of knowledge in our industry.


Date and Time

Location

NOAHS On The Beach

Corner Shortland Esplanade & Zaara St

Newcastle, NSW 2300

Australia

View Map

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