The changes to superannuation announced by the Government just a few months ago, will introduce a new tax regime for superannuation balances of more than $3 million, raising the tax rate by another 15% on top of what the fund has already paid, to a total of 30%. The proposal is to tax notional increases to superannuation account balances, including unrealised capital gains which, in most cases are yet to be funded.
Generation Life Investment Bonds can be the answer your clients need to continue to tax-effectively accumulate their wealth, plus they offer extra estate planning benefits.
Building an optimistic future through a new way of tax aware investing
Generation Life’s innovations have enabled them to offer an alternative wealth accumulation structure if your clients are:
Worried about the double taxation on earnings on superannuation balances over $3m and looking for an alternative wealth accumulation structure.
Looking for a complementary tax-effective investment structure to accumulate wealth with no preservation age and access at any time.
Seeking a new way to reduce their tax on investment returns through our Tax Optimised investment series.
Generation Life Tax Optimised investment series
Generation Life, has innovated the tax aware investing landscape through a new generation of investment bonds. Their Tax Optimised investment series, the pinnacle of tax aware investing, helps your clients create tax alpha without taking on any additional investment risk.
To find out how Generation Life’s investment bonds can help your clients build wealth tax effectively outside superannuation click here.
Alternatively, get in touch with your local Distribution Manager to see how Generation Life’s Tax Optimised investment series can help your clients increase after tax returns through our market leading and proven tax aware approach.
Disclaimer
Generation Life Limited AFSL 225408 ABN 68 092 843 902 (Generation Life) is the product issuer. The information is general in nature and does not consider the investment objectives, financial situation or needs of any individual. Generation Life excludes, to the maximum extent permitted by law, any liability (including negligence) that might arise from this information or any reliance on it. Past performance is not an indication of future performance. The product’s Product Disclosure Statement (PDS) and Target Market Determination are available at http://genlife.com.au and should be considered in deciding whether to acquire, hold or dispose of the product. The offer made in the PDS is only available to persons receiving the PDS in Australia
