Investment Bonds - The New Focus | Albury and Wagga Wagga Masterclass
Date and time
Location
Description
Find out why investment bonds are the best alternative to superannuation
Are your clients looking for a tax effective investment solution to meet their financial goals with flexibility and certainty? You’re invited to a Generation Life Masterclass to learn about the five core uses of investment bonds and how they can help your clients:
- The most tax effective investment solution after super - recent changes to super have resulted in renewed interest in the investment bond sector. The last quarter of the Financial Year of 17/18 will bring home to many High Net Worth investors how much Super has changed. Learn what strategies to use to give your clients a more flexible wealth creation tool.
- Trusts / reducing distributable income - we will show you a cost effective strategy to manage your client’s high value family trusts distribution.
- Meeting the rising costs of future generations – are your clients looking to save for their children’s education and/or housing? Find out how investment bonds provide a tax effective, flexible investment solution.
- Estate planning – help your clients be in control of transferring their wealth. Passing on wealth to the next generation is now more effective with new features and strategies to give your clients peace of mind without involving the legal estate.
- Improving pension entitlements – find out how to maximise your client’s Centrelink and aged care benefits.
Places are limited, please RSVP today to avoid disappointment
Generation Life Albury Masterclass:
Atura Albury
648 Dean Street
Albury NSW 2640
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12:15pm arrival for 12:30pm start
Concludes at 2:00pm
Generation Life Wagga Wagga Masterclass:
Mercure Wagga Wagga
1 Morgan Street
Wagga Wagga NSW 2650
View Location
12:15pm arrival for 12:30pm start
Concludes at 2:00pm
Presented by Richard Atkinson, Head of IFA Product & Relationships
Richard Atkinson has been educating financial advisers on the use of bonds for nearly 15 years now. His understanding of the rules and features of Bonds makes him one of the ‘go-to’ sources of knowledge in our industry.
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Generation Life Limited AFSL 225408 ABN 68 092 843 902 is the product issuer. The information provided is general in nature and does not consider the investment objectives, financial situation or needs of any individual and is not intended to constitute personal financial advice. The product’s Product Disclosure Statement and Target Market Determination are available at genlife.com.au and should be considered in deciding whether to acquire, hold or dispose of the product. Professional financial advice is recommended. Generation Life does not make any guarantee or representation as to any particular level of investment returns. Past performance is not an indication of future performance.