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

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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 […]

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

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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 […]

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Personal tax and implications for Aussie savings from the Budget

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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 […]

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Estate planning in 2018

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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 […]

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Michael Blake appointed to run Centuria Life

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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 […]

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Plan for the best

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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 […]

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

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“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 […]

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Estate planning in the post 1 July 2017 world

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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 […]

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

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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 […]

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

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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 […]

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