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Estate planning
Pass on wealth tax effectively with certainty, control and most importantly peace of mind.
- Retaining Wealth Across Generations: The Adviser’s Challenge
- Leaving and preserving a legacy
- How to leave a legacy to those who matter most
- Estate planning: unlocking the power of investment bonds
- After years of saving, it’s time to think about retirement planning and leaving a legacy
- Top 3 things to consider when it comes to estate planning
- 3 ways to transfer wealth using an investment bond
- Passing on wealth: investment bonds for estate planning
- Navigating the complexities of estate planning
- Estate Planning – how Australians can build and protect generational wealth
- Thinking outside the box: Using lifetime annuities to protect your loved ones
Retirement planning
Retirement is an emotional journey not just a financial decision.
- 7 facts on investment-linked lifetime annuities
- Enjoying a dignified retirement
- LifeIncome Flex - created with Australian retirees' spending needs in mind
- Regret risk is real - what is it?
- Understanding your retirement income sources
- How to enjoy a more fulfilling retirement
- More income in the early years when you need it most
- Improving government entitlements and benefits
- What is an investment-linked lifetime annuity
- Lifetime annuities reimagined
Tax aware investing
Tax aware investing is essential to maximising investor returns. Returns go up when tax goes down.
Building wealth
Flexibility to accumulate wealth and save for retirement without the complexity.
Investing for a child
Helping you save for a child's future and provide them with a financial head start in life.
Managing trusts
Reduce or even eliminate the level of distributable income from your discretionary or family trust.
Responsible Investing
Our Responsible Investing investment menu is constructed with the objective of investing in companies that seek to improve outcomes for society, while also creating long-term investor value.