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Tax Optimised Investment Series

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

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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.

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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.

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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?

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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
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The key to a happy retirement
With Australia being a world leader of retirement savings systems, one could assume that our ageing population would be prepared to face the next chapter of their lives.
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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.
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Thinking outside the box: Using lifetime annuities to protect your loved ones
How can you ensure that your loved ones, particularly those more vulnerable, are cared for long after you’re gone?
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News and insights

27 May 2024 • 7 mins
Investment bonds
Market Commentary March 2024

Market commentary with John Laver, Head of Investment at Generation Life

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01 February 2024 • 26 mins
Investment Bonds
A year of opportunity: Applying the lessons of 2023 to the new year

As 2024 ramps up into gear, we’ve been reflecting on the significant moments and lessons from 2023.

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21 December 2023 • 7 mins
Money magazine Best of the Best Award 2024

Generation Life is proud to have won the Money Magazine Best of the Best Award 2024 for Innovation - Tax Aware Investing.

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