Loading...
Static Image
Tax Optimised Investment Series

Building an optimistic future through a new way of tax aware investing.

Find out more
Loading...
Static Image
It’s time to think about retirement planning and leaving a legacy

After years of saving, it’s time to think about your estate planning and retirement income needs. For millions of Australians, superannuation sets people up for a good life in retirement. But there’s another side to the superannuation story.

Find out more
Loading...
Static Image
Boost your retirement lifestyle with Generation Life LifeIncome

Introducing our investment-linked lifetime annuity delivering more flexibility and more choice. LifeIncome pays a regular income for life. It is designed to optimise your retirement income and complement other retirement solutions such as an account-based pension and the Age Pension.

FIND OUT MORE
Loading...
Static Image
Investment bonds: the best alternative to superannuation

Did you know an investment bond offers a tax effective way to build wealth with no limits on how much you can contribute or when you can access your investment?

Find out more

Offering tax-effective investment choices

Tax awareness is critical when maximising an investment’s return. But many investors are swayed by headline performance figures and overlook this fundamental component of strategy. Tax is often the biggest cost for investors but they feel very limited by the strategies available to reduce it.

Are you considering the impact of tax on your investment? We are and we’re doing something about it.

Investor strategies tailored to your wealth accumulation needs
Know what you're looking for?
Rethink your tax strategy in the new financial year
With the new financial year comes the opportunity to reassess your clients’ tax strategy, not just for this year, but for the long term.
find out more
Retaining Wealth Across Generations: The Adviser’s Challenge
Generational Wealth in Australia refers to the financial assets, property, and businesses transferred between generations of families.
find out more
The Impact of Tax
Tax is often the biggest cost for investors, but they can feel very limited by the strategies available to reduce it. However, the impact of tax isn’t tomorrow’s problem.
find out more

News and insights

08 July 2025 • 8 mins
Money Magazine Consumer Finance Award - Investment Bond Provider of the Year 2025

2025 Investment Bond Provider of the Year by Money Magazine

Read more
06 June 2025 • 7 mins
Generation Life wins three Marketing Advertising & Sales Excellence Awards 2025

We’re proud to announce that Generation Life has won three Financial Standard MAX Awards 2025.

Read more
08 May 2025 • 17 mins
Read more