The power of Investment Bonds and the benefits for your clients | South Australia

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:

• A tax effective, complementary alternative to Superannuation with no restrictions on access or contribution levels
• 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
• Reducing distributable income of family and discretionary trusts

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 one CPD point for attending this valuable, educational event.

Our recent educational event in Sydney was booked out in 5 days, so get in quick and don’t miss out on your chance to find out how to grow your client’s wealth outside superannuation.

Places are limited, please RSVP today to avoid disappointment

*Source: Strategic Insight Actuaries & Researchers – Dec 2018

Presented by Richard Atkinson, Head of IFA Product & Relationships

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.