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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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Understanding investment bonds: 8 common misconceptions
Think you know 
Investment bonds? Bust the myths
 and know the facts.
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Estate planning: unlocking the power of investment bonds
As a nation we’re on the cusp of the largest transfer of wealth we have ever seen.
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Tax is the new alpha
At Generation Life, we have innovated the tax-effective investing landscape through a new generation of investment bonds.
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News and insights

23 November 2023 • 9 mins
MetLife partners with Generation Life to launch investment-linked lifetime annuity proposition

MetLife partners with Generation Life to launch investment-linked lifetime annuity proposition

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30 September 2023 • 8 mins
Investment bonds
Market Commentary September 2023

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

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11 September 2023 • 6 mins
Investment bonds
Money Magazine Consumer Finance Awards Article

We are proud to have won the 2023 Money magazine Investment Bond Provider of the Year award

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