Demand for tax-effective investment drives product innovation

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Tax-effective investing outside of super just got better, with the creation of three new investment bond funds by investment bond specialist, Centuria Life Limited (Centuria). Describing the new funds, Neil Rogan, General Manager of Centuria Life, the Investment Bond Division of Centuria, said the new investment options have been developed in response to demand from […]

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New partnership gives advisers a step up in aged care advice

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Centuria Life, the investment bonds division of Centuria Capital, yesterday announced a new initiative to support the delivery of expert financial advice in the complex and growing area of aged care. This is a partnership with Aged Care Steps, a specialist provider of aged care accreditation training for advisers. “There’s a lot of talk about meeting […]

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Families can still take advantage of aged care rule changes

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Significant changes to the rules for aged care means-testing last year has major implications for those in aged care who still own their family home. For advisers, a thorough understanding of the new situation is essential for providing advice and outcomes for their clients. However, according to Neil Rogan, General Manager of Centuria Life, one […]

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Reducing fees for pre 1 July 2014 aged care residents

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Clients who moved into residential aged care before 1 July 2014 may think they are lucky to remain under the old rules. These rules calculate the ongoing care fees on assessable income only, instead of the new means-tested calculation which can mean lower fees. But if these clients have defined benefit super pensions or high […]

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Centuria Life bolsters team to support rapid growth

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Centuria Life, the Investment Bonds division of Centuria Capital, has appointed Jason Lien in the newly created role of Business Development Manager, to support demand from advisers in the Victoria/Tasmania/South Australia region. The appointment, effective 9th June 2015, is in line with Centuria’s growth strategy for the Investment Bond Business and was driven by the […]

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Centuria calls on Australians to consider their investment portfolio in light of the recent super debate

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While the recently released Tax Discussion Paper and Intergenerational Report created much needed debate around potential reforms of the superannuation system, a number of suggested changes may cause confusion among Australians when it comes to their retirement strategies. This is the view of Centuria Life General Manager, Neil Rogan, who says Australian investors need to […]

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Is there a tax effective option for saving for my child’s education?

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Identifying tax effective strategies and structures to fund a child’s education is a common question clients ask their adviser.  The attached flyer outlines the benefit of utilising the tax structure of an investment bond to achieve your client’s savings goals. The flyer covers the following information you can share with your clients: Tax effective savings […]

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Managing home-care fees

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As clients get older they may need help with our daily living activities. The frailty of older age or some illnesses may make it harder to live independently without help from a spouse, family or aged care service provider. The government subsidises a range of aged care services. And clients do not necessarily have to […]

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Centuria Life ramps up bonds team

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Centuria Life yesterday announced another new appointment to support upcoming demand for its range of tax-effective investment bonds. Brent Andal has been appointed Business Development Manager, Centuria Investment Bonds Division. Mr Andal comes to Centuria with extensive specialised experience in the investment bond market, most recently in Canada as Director of Business Development – Investment, Retirement, […]

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