CPD: Thinking outside the box – providing a loved one a paycheque for life

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Australia’s great wealth transfer is well underway. An estimated $5.4 trillion is expected to pass from those aged 60 and over to younger generations within the next two decades.[1] In

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Generation Life appoints senior distribution executive as National Key Accounts Manager

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Generation Life has appointed Robert Coulter as National Key Accounts Manager, bolstering its distribution capability across licensees, financial advisers and key wealth management and institutional providers, as they navigate one

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CPD: Debunking lifetime annuities – why advisers have historically stayed clear – and why that’s changing

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For many financial advisers, lifetime annuities have long sat in the “too hard” basket. They’re often thought of as outdated products: with rigid structures, poor value for money and require

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A year of living with uncertainty: Shifting superannuation policy undermines retirement confidence

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Retirement confidence among high-net-worth (HNW) Australians has fallen sharply since 2022, according to new research commissioned by Generation Life, as evolving superannuation and tax settings emerge as a major source

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Generation Life unveils expanded institutional-grade and geared investment menu

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Generation Life has announced the expansion of its investment bond menu with five new options across private markets, geared strategies and global small caps. Detailed in the latest product information

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CPD: Securing generational wealth for the future

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Australia’s great wealth transfer Australia’s largest intergenerational wealth transfer in history is underway, with an estimated $5.4 trillion expected to be passed on in inheritances over about the next 20

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CPD: Tax benefits of Investment Bonds – A technical guide for financial advisers

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Introduction Beyond Super: Why investment bonds are shaping the next era of wealth planning For more than three decades, Australia’s superannuation system has been in near-constant motion. What began in

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Generation Life appoints senior wealth executive as key sales lead

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Generation Life has today announced the appointment of senior sales and business development executive, Brendon Rodda to the key position of General Manager, Sales. Mr Rodda joins Generation Life at

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Accurium research confirms LifeIncome can have a significant role in enhancing retirement confidence and sustainable regular income for Australian retirees

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New independent research recently released by award-winning SMSF actuarial certificate provider, Accurium, has confirmed that LifeIncome – its investment-linked lifetime income product – can materially enhance retirement outcomes and sustainable

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Generation Life reveals new Estate Planning features and Investment Bond upgrades

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Generation Life, Australia’s leading provider of innovative tax-effective investment bond solutions, revealed enhanced new features of its LifeBuilder, ChildBuilder, and FuneralBond solutions to continue to help financial advisers support their

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