Newsletters

Investment Bonds Insights February 2017

24 February 2018

Welcome to our February 2017 edition of Investment Insights 2017 is shaping up to be the year where it may be worthwhile having a discussion with your clients about Investment Bonds, particularly those impacted by the 1 January 2017 age pension changes. You may also have clients who are impacted by the changes to concessional

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Investment Bonds Insights February 2018

8 February 2018

Welcome to your February 2018 edition of Centuria’s Investment Bonds Insights which this month features information on how to fund a gap year for your client’s children or grandchildren as well as our regular monthly performance data. Strategies to fund a gap year The gap year is fast becoming a rite of passage for many

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Investment Bonds Insights October 2017

26 October 2017

Welcome to our October 2017 edition of Investment Bond Insights Estate planning post 1 July 2017 Investors spend a lifetime saving and building wealth; however, without an effective estate plan, the death of a spouse or parent can trigger a range of unintended consequences. An estate plan defines how an investor wants their assets to

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Investment Bonds Insights August 2017

5 August 2017

Welcome to our August 2017 edition of Investment Bond Insights Labor sets its sights on discretionary trusts Although the next federal election is not due until November 2019, the Australian Labor Party has been busy rolling out policy announcements. Here, Neil Rogan, General Manager of the Investment Bonds Division for Centuria, looks at Bill Shorten’s

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Investment Bonds Insights June 2017

21 June 2017

Welcome to our June 2017 edition of Investment Bond Insights Your 1 pre July super checklist: here’s five important questions to help you prepare The end of the financial year can be a hectic time, just in sorting out your taxes and planning for the year ahead. This 1st July also marks the beginning of

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Investment Bonds Insights May 2017

23 May 2017

Investment Bond Insights May 2017 Edition Super changes effective 1 July 2017. With 1 July 2017 fast approaching you may have a number of clients who are impacted by the changes to concessional and non-concessional superannuation contributions. Investment Bonds are a simple, flexible investment structure worth considering for clients who may be locked out of

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Investment Bonds Insights March 2017

24 March 2017

Welcome to our March 2017 edition of Investment Insights Funding the cost of a primary, secondary or even tertiary eduation is an issue facing many families. Often knowing how much is needed at each stage and when to start saving are common questions many financial advisers and investors ask us, this link outlines how Centuria Investment Bonds

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Investment Bonds Insights November 2016

2 December 2016

Welcome to our November 2016 edition of Investment Insights Now that the Government has finalised legislation for super reforms, there is some certainty over the changes that will come into place on 1st July 2017. “What the legislation shows is that making additional contributions to super may no longer be the best option for investors

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Investment Bonds Insights October 2016

26 October 2016

Welcome to our October 2016 edition of Investment Insights Looking outside super for tax-effective investment strategies. Following the release of the three tranches of draft legislation for proposed changes to superannuation, it’s time to take a look at other tax-effective structures and ask how they might stack up for investors. Treasurer Scott Morrison may not have

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Investment Bonds Insights August 2016

25 August 2016

Welcome to our August 2016 edition of Investment Insights Looking beyond super for tax effective investment structures With proposed changes to superannuation announced in the 2016 Federal Budget, many investors are reviewing their retirement investment options. Company Structures and Investment Bonds are two investment structures financial advisers are considering as a means of supplementing their client’s

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