The introduction of the Superannuation Guarantee in 1992 changed the landscape of investment bonds. While super reforms in 2017 helped revitalise the investment bond market, adviser awareness of their benefits remains low. That's why Generation Life is on a mission to educate Australia's financial advisers about the advantages of investment bonds.
Similar to superannuation, an investment bond is a 'tax-paid' investment where the tax rate applied on earnings is usually lower than other marginal tax rates.
Generation Life's proven and market leading tax aware process, takes this a step further as it allows us to significantly reduce the impact of tax on clients' returns. After all, investment returns go up when taxes go down.
Generation Life's investment bonds also offers advisers and their clients an alternative means of accruing and transferring wealth efficiently and with certainty, putting clients' wishes at the forefront at all times.
Find out more in the article.