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

Generation Life Limited AFSL 225408 ABN 68 092 843 902 is the product issuer. The information provided is general in nature and does not consider the investment objectives, financial situation or needs of any individual and is not intended to constitute personal financial advice. The product’s Product Disclosure Statement and Target Market Determination are available at genlife.com.au and should be considered in deciding whether to acquire, hold or dispose of the product. Professional financial advice is recommended. Generation Life does not make any guarantee or representation as to any particular level of investment returns. Past performance is not an indication of future performance.

Generation Life

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:  
<UL>
<LI>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</LI>
<LI>Small business strategies – opportunities to reduce CGT when small business clients sell</LI>
<LI>Reducing distributable income of family and Discretionary Trusts</LI>
<LI>A tax effective, complementary alternative to superannuation with no restrictions on access or contribution levels</LI>
</UL>
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. 
<H3>Places are limited, please RSVP today to avoid disappointment </H3>
 
 
<HR>
 
<H4>Presented by Richard Atkinson, Head of IFA Product &amp; Relationships </H4>
 
<IMG ALT="Richard Atkinson" SRC="https://cdn.evbuc.com/eventlogos/177178598/ellipse.png">
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.

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