Generation Life offers simple and easy to understand investment solutions to help you and your clients. Importantly, we’re also just as focused on making it easy for you to service your clients.
With no restrictions on who can invest, how much can be invested or when money can be accessed, our investment bonds are the most tax effective solution after super.
Open up a world of investment opportunities for your clients
The most tax effective alternative to superannuation without the limitations and restrictions on contributions and the ability to access funds at any time. Capped super calls for uncapped thinking.
Don’t let the new super restrictions limit your clients’ ability to build wealth tax effectively. Generation Life’s LifeBuilder is a tax effective, highly accessible investment solution for your clients looking to grow their wealth outside the superannuation system.
With no restrictions on who can invest, how much can be invested and when they can access their investment LifeBuilder offers your clients complete control and flexibility. Plus, if the investment is held for 10 years, your clients won’t pay any personal tax on their investment earnings.
Are you looking for a tax effective way to build wealth for your clients on marginal tax rates higher than 30%?
Don’t let high income tax rates limit your clients' investment returns and ability to build wealth. All earnings in Generation Life’s LifeBuilder are taxed at a maximum rate of 30%, making it a tax effective investment solution outside super.
Plus, if your clients hold the investment for at least 10 years they’ll pay no additional tax on their investment earnings upon withdrawal.
Simplify the process of managing your clients’ distributable income generated by a family or discretionary trust by using an investment bond.
While the trust remains fully invested in an investment bond like LifeBuilder, there will be no income for the trust to distribute from its investment.
Give your clients’ peace of mind and simplify the transfer of their wealth with LifeBuilder.
Transferring your clients’ wealth, or making future plans for their family, doesn’t have to be a complicated process. LifeBuilder provides simple and convenient options around how their wealth is passed on.
They can decide exactly when their wealth will be passed on (with valuable tax benefits maintained), and how much beneficiaries can access in the future.
ChildBuilder offers a tax effective, flexible way to create wealth for your clients if they’re looking to save for a dedicated purpose.
LifeBuilder can help you improve your clients' means-income tested aged pension entitlements and reduce their future aged-care fees with our Bonds Custodian Trust facility.
Helping your clients save for their funeral costs is a practical and thoughtful gesture that can ease unnecessary financial burden on their loved ones left behind during their time of grief.
FuneralBond’s earnings are taxed at a maximum rate of 30% and you don’t need to report any investment returns for your client’s personal tax return each year.
Contact one of our business development team members to find out more about flexible, tax effective solutions to building and protecting your client's wealth. Alternatively, contact our adviser services team on 1800 333 657 or at email@example.com
See how Generation Life can help you build wealth for your clients through a number of investment opportunities.FIND OUT MORE FIND OUT MORE
With restrictions now placed on accumulating wealth through superannuation, investment bonds offer a tax effective alternative for building your client’s wealth.FIND OUT MORE FIND OUT MORE
Are your clients looking to give a child a financial head start in life by investing in their education? ChildBuilder is a tax effective way for your clients to save for a child’s financial future such.FIND OUT MORE FIND OUT MORE
LifeBuilder provides simple and convenient options around how your client’s wealth is passed on. They can decide exactly when their wealth will be passed on and how much beneficiaries can access in the future.FIND OUT MORE FIND OUT MORE
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