Article list

Centuria ‘LifeGoals’ awarded ‘Very Strong’ by Australia Ratings

Centuria LifeGoals, Centuria Life’s new investment bonds product, has been awarded a rating of ‘Very Strong’ by Australia Ratings. Centuria Life is part of specialist investment manager Centuria Capital Group (Centuria, ASX: CNI). The ‘Very Strong’ ranking reflects the ratings agency’s “very strong level of confidence that the product can deliver a well-managed, robust investment […]

03 Jul 2019

Centuria launches Centuria LifeGoals – an investment vehicle for the new landscape

From Centuria Life

Centuria Life, part of specialist investment manager Centuria Capital Group (Centuria, ASX: CNI), has announced the launch of a new investment bonds offering, Centuria LifeGoals. The new product offers: 22 high quality fund options – including sector, diversified, and index funds – managed by rigorously selected investment managers A transparent fee structure, with rebates passed […]

14 Feb 2019

Personal tax and implications for Aussie savings from the Budget

From Centuria Life

Michael Blake, Head of Centuria Life (Centuria Capital’s investment bonds business), comments on the 2018 Federal Budget. “Australians will now have more money in their pockets as a result of the changes to personal tax rates announced in tonight’s Budget. While it may seem a modest amount to households, in fact with low and middle […]

10 May 2018

Estate planning in 2018

From Centuria Life

There’s nothing certain in life but death and taxes, so the adage goes…however, another certainty is change – particularly when it comes to the financial services regulatory landscape. In the past year there have been several changes that may have impacted your clients’ estate planning strategies, and more change is in the wings. In this […]

08 May 2018

Michael Blake appointed to run Centuria Life

From Centuria Life

Specialist investment manager Centuria Capital Group (ASX: CNI) has announced the appointment of Michael Blake to Head of Centuria Life. Centuria Life is the company’s investment bond business, with more than $850 million in funds under management. Michael has been at Centuria since the beginning of 2016, serving as Head of Sales and Marketing. With […]

24 Apr 2018

Plan for the best

From Centuria Life

Australians are living longer but many are failing to plan for it, new research from National Seniors Australia shows. The report, Hope for the best, plan for the worst? Insights into our planning for a longer life, suggests that many are resigned to outliving their savings. At a time when life expectancy is increasing, Centuria examines […]

06 Mar 2018

Trusts are now in the Opposition’s sights – investors urged to consider alternatives

From Centuria Life

“The recent tax hikes on contributions to super have significantly eroded the potential retirement savings of many Australians. Super isn’t necessarily the most tax-effective savings plan out there anymore.” These are the words of Neil Rogan, a specialist in investment management and General Manager – Investment Bonds Division at Centuria Life following the latest in a range […]

18 Aug 2017

Estate planning in the post 1 July 2017 world

From Centuria Life

Investors spend a lifetime saving and building their wealth. Without an effective and up-to-date estate planning solution, families can face a range consequences upon the death of a parent. This article from Centuria looks at how the changes to superannuation, which come into effect 1 July 2017, will impact estate planning, and considers strategies to […]

26 Jun 2017

Changes to superannuation are almost here – don’t keep your head in the sand

From Centuria Life

It’s time to seriously consider tax-effective options outside of super. According to Neil Rogan, General Manager of Investment Bonds for Centuria, time is running out for Australians likely to be affected by changes to superannuation which come into effect on 1st July 2017. He warns advisers and their clients to take stock of what the […]

08 May 2017

The gift of education – and the hidden costs of funding it

From Centuria Life

Benjamin Franklin said that “an investment in knowledge pays the best interest”; however, given prevailing interest rates and the spiralling costs of education, saving enough to fund the educational needs of your clients’ kids or grandkids can be a significant challenge. Here, Neil Rogan, Head of Investment Bonds for Centuria, looks at the benefits of […]

26 Apr 2017