Neil Rogan joins Gowings Bros.

From

Gowing Bros. Limited (ASX: GOW) is pleased to announce the appointment of Mr Neil Rogan, who has been appointed to GOW to head up its Wholesale Funds Management business under a newly issued AFSL. Mr Rogan joins Gowings with more than 20 years’ experience in the funds management business having most recently served as the […]

continue reading

Michael Blake appointed to run Centuria Life

From

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 […]

continue reading

Post-1 July super changes – where are the opportunities?

From

Neil Rogan, General Manager for Investment Bonds at Centuria says tax-effective plans to invest savings outside of super could be the best response to recent changes. “In line with the government’s goal to improve the fairness and sustainability of the super system, Australians with lower super balances or lower or irregular incomes will find it […]

continue reading

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

From

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 […]

continue reading

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

From

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 […]

continue reading

Tax Effective Investing outside of superannuation – look no further than investment bonds

From

Advisers and investors urged to look carefully at options outside of super Following changes to superannuation legislated in 2016, the Treasurer has been vocal in his view that superannuation should be ‘fit for purpose’. He also acknowledged that ‘a prosperous Australia needs a well-targeted superannuation system that supports and encourages all Australians to save’, but […]

continue reading

Changes to superannuation – the end of unlimited, tax effective superannuation

From

“Now that the Government has finalised legislation for super reforms, there is some certainty over the changes that will come into place on 1st July 2017. “What the legislation shows is that making additional contributions to super may no longer be the best option for investors planning for their retirement. Those savers likely to exceed […]

continue reading

Investors urged to consider strategies outside super in light of new rules

From

“The Government’s draft legislation for super reforms released over the last weeks means that investors face more rules and continuing uncertainty when it comes to their superannuation. If the draft is passed, wealthier investors may need to consider alternatives to supplement their super.” These are the words of Neil Rogan, General Manager of the Investment […]

continue reading

The Election is over, and it is likely that unlimited taxeffective super balances are over too

From

“Proposed changes to superannuation may have a significant impact on the retirement savings plans for many Australians and they need to consider alternative tax-effective strategies.” These are the words of Neil Rogan, General Manager of the Investment Bond Division for Centuria Capital (Centuria), who today highlighted that the federal election result is likely to mean […]

continue reading

Budget puts paid to tax friendly super strategies for the wealthy

From

“The 2016 Federal Budget made it clear that the Government’s changes, if passed into legislation, will force wealthier investors to consider alternative investments to complement their super when it comes to structuring their finances and planning for retirement. Making additional contributions to Super may no longer be the best option in many cases.” These are […]

continue reading