Financial advisers seeking alternate retirement solutions ahead of the fast approaching 1 July superannuation changes are presented with an investment bond that delivers tax effective outcomes and preserves client capital.
The KeyInvest Life Events Bond is structured similar to superannuation but it's the differences in product design that make the bond stand out as a clear alternative to super. There are comprehensive beneficiary and contribution rules, as well as many estate planning and financial planning benefits.
KeyInvest general manager financial services Andrew Meinel says the firm has listened to advisers, offering a broad range of investment choice within the bond as well as an ability to deliver this efficiently so costs are lowered for both the adviser and client.
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