Media Releases

Budget puts paid to tax friendly super strategies for the wealthy

18 May 2016

Investors urged to consider tax-effective investments outside of super Sydney, 18 May 2016: “The 2016 Federal Budget made it clear that the Government’s changes, if passed into legislation, will force wealthier investors to consider alternative investments to complement their super when it comes to structuring their finances and planning for retirement. Making additional contributions to

Read More

Lonsec gives Centuria investment bonds the seal of approval

10 February 2016

Sydney, 10 February 2016: Ratings house Lonsec Research has rated four of Centuria Life Limited’s investment bonds ‘Investment Grade’. Based on rigorous analysis, this rating means that Lonsec has conviction the financial product can generate risk-adjusted returns in line with relevant objectives. The rating applies to the Australian Shares Bond, Balanced Bond, Growth Bond and

Read More

New partnership gives advisers a step up in aged care advice

25 August 2015

Centuria Life, the investment bonds division of Centuria Capital, today announced a new initiative to support the delivery of expert financial advice in the complex and growing area of aged care. This is a partnership with Aged Care Steps, a specialist provider of aged care accreditation training for advisers. “There’s a lot of talk about

Read More

Families can still take advantage of aged care rule changes

29 June 2015

Significant changes to the rules for aged care means-testing last year has major implications for those in aged care who still own their family home. For advisers, a thorough understanding of the new situation is essential for providing advice and outcomes for their clients. However, according to Neil Rogan, General Manager of Centuria Life, one

Read More

Centuria Life bolsters team to support rapid growth

15 June 2015

Centuria Life, the Investment Bonds division of Centuria Capital, has appointed Jason Lien in the newly created role of Business Development Manager, to support demand from advisers in the Victoria/Tasmania/South Australia region. The appointment, effective 9th June 2015, is in line with Centuria’s growth strategy for the Investment Bond Business and was driven by the

Read More

Insurance bonds open door to tax minimisation

1 June 2015

Investors seeking tax-effective investment strategies outside of superannuation should seriously consider insurance bonds as a long-term wealth creation option, recent research from Rice Warner shows. The recent insights took into account the political and economic environment and investors’ current preference for risk-averse, tax-effective investment strategies, and compared different investment alternatives over the long term. According

Read More

Boutiques seize the opportunity to offer tax-effective investments

28 January 2015

Centuria Life has partnered with independent investment house, Mason Stevens, to create another bespoke product in its recently launched TaxAstute series – in this case, a credit bond. The Tax Astute series offers investment professionals a vehicle that combines the highly tax effective structure of a traditional insurance bond, with an underlying asset mix of

Read More

Old school structure: New school of investing

1 December 2014

A tax effective investment to complement contributions to super and support longer-term investment goals A new, tax effective investment bond that combines an old-school investment vehicle with the best of modern investment thinking has been developed by Centuria Capital – and is already being speedily adopted by independent adviser groups seeking the best outcomes for

Read More

School’s out – but the bills keep coming in

1 November 2014

Planning sooner will ease pain later, says investment manager Every year about this time, throngs of newly graduated “schoolies” kick up their heels to celebrate their newfound freedom in some exotic (and not so exotic) locales. While it’s a time of celebration for the youngsters, for parents, the worry about their child’s wellbeing at schoolies

Read More

Investors’ eyes opened to flexible, tax effective investment to boost super, support long term goals

1 July 2014

Increased investor demand for tax effective investments that provide an alternative to superannuation while still supporting longer term goals is a growing theme in the current investment environment. It’s a need that has been addressed by a new, tax effective insurance bond developed by Centuria Capital. Centuria has worked alongside key dealer groups to develop

Read More