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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
Know what you're looking for?
Understanding investment bonds: 8 common misconceptions
Think you know 
Investment bonds? Bust the myths
 and know the facts.
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Building and protecting a legacy
A legacy is not something you only think of late in life, its something that's built and protected over time.
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Enjoying a dignified retirement
Saving for a happy retirement is Australia's' #1 financial goal. But a financial knowledge gap amongst over-50’s means they could be missing out on the retirement they deserve.
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News and insights

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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01 February 2024 • 11 mins
Investment bonds
Market Commentary December 2023

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

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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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