At Generation Life, we have innovated the tax-effective investing landscape through a new generation of investment bonds.
The proposed changes to superannuation announced by the Government just a few months ago, will introduce a new tax regime for superannuation balances of more than $3 million, raising the tax rate by another 15% on top of what the fund has already paid, to a total of 30%. The proposal is to tax notional increases to superannuation account balances, including unrealised capital gains which, in most cases are yet to be funded.
Our Investment Bonds can be the answer your clients need to continue to tax-effectively accumulate their wealth, plus there are extra estate planning benefits.
Our innovations have allowed us to offer an alternative wealth accumulation structure if your clients are:
Worried about the double taxation on earnings on superannuation balances over $3m and looking for an alternative wealth accumulation structure
Looking for a complementary tax-effective investment structure to accumulate wealth with no preservation age and access at any time
Seeking a new way to reduce their tax on investment returns through our Tax Optimised investment series
At Generation Life, we have innovated the tax aware investing landscape through a new generation of investment bonds. Introducing our Tax Optimised investment series, the pinnacle of tax aware investing, helping your clients create tax alpha without taking on any additional investment risk.
To find out how you could significantly reduce the impact of tax on your investment returns, speak to your financial adviser.
Help your clients reduce their tax burden and increase their investment returns. Contact our Distribution Managers.