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Introducing Generation Life’s new Tax Aware Investment Series

Unique to Generation Life, our investment menu now offers three levels of innovative, tax efficient investment options as part of our new tax aware series.

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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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Looking to manage income levels in private trusts

Did you know, a private, discretionary or family trust can reduce its distributable income if invested in an investment bond?

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How much of your investment return is consumed by tax?

Tax awareness is critical when maximising an investment’s return. Our Tax Effective Australian Share fund delivers superior after tax returns with an effective tax rate range of 9% to 11%.

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The tax-effective investment for tax smart investors

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.

At Generation Life, we’re passionate about continuing to innovate, to achieve higher returns whilst lowering our investor's tax burden.

Investor strategies tailored to your wealth accumulation needs
Know what you're looking for?
Building wealth for retirement in Australia
Investment bonds are a tax effective strategy to build your personal wealth for retirement or to pass down wealth to your family.
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Passing on wealth: investment bonds for estate planning
Effective estate planning results in the right assets going to the right people at the right time, with a minimum of fuss and expense. The ultimate objective is certainty and peace of mind.
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Accumulate and educate with an investment bond
Using investment bonds to save for your children's education
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News and insights

25 January 2021 • 10 mins
News and insights
A start to a new partnership

Generation Life and Optimum Pensions partner to develop an investment-linked lifetime annuity

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27 October 2020 • 2 mins
News and insights
Generation Life wins three Investment Bond Excellence Awards

Generation Life is proud to be the winner of three Investment Bond Excellence Awards

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19 May 2020 • 15 mins
News and insights
New innovations in tax optimised investing

An update from Grant Hackett OAM, Chief Executive Officer of Generation Life

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