24 March 2017

Investment Bonds Insights 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 can be used to save for education funding.

With 1 July 2017, fast approaching you may have clients who are impacted to the changes to concessional and non-concessional superannuation contributions.  Investment Bonds are a simple and flexible investment structure worth considering for clients who may be locked out of making contributions post 1 July 2017.

For strategies to assist your clients impacted by the changes post 1 July 2017 view Supplementing Super and Company v’s Bond

Don’t forget, if you are recommending an Investment Bond try our new online application by clicking here.

These are our latest performance figures:

Bond Net Performance*
1 year  2 years 3 years 5 years
Centuria Growth Bond Fund 5.84% 3.85% 6.04% 7.39%
Centuria Balanced Fund 6.84% 3.52% 4.78% 7.17%
Centuria High Growth Fund 4.32% 2.42% 4.81% 8.75%
Centuria Australian Shares Fund 10.68% 5.13% 6.87% 9.60%
Centuria Implemented Portfolios Dynamic Asset Allocation Bond 7.99%
Centuria Cash Plus Fund 6.21%

* Past performance is not a indicative of future performance.

 

For more information on how Centuria Investment Bonds can form a core component of your client solutions please call 1300 50 50 50 or email enquiries@centuria.com.au. Alternatively please call your Business Development Manager.

VIC/TAS/SA – Jason Lien (03) 9616 6547

NSW/QLD – Allison Macfarlane (02) 8923 8920

We would be delighted to assist you and your clients prepare for the post 1 July 2017 environment.

 

Kind regards,
Neil Rogan
General Manager
Investment Bond Division