Investment Bonds Australia Investmentlinked Lifetime Annuity Generation Life

Generation Life Investment Bond Review. Tax is the new alpha ifa There are only a few tax-effective investments on offer in Australia and one of these is investment bonds Generation life charge you a fee for this, in this case 0.40% so.

There are only a few tax-effective investments on offer in Australia and one of these is investment bonds Refer to page 26 for further information about ratings for Generation Life Investment Bonds (ChildBuilder and LifeBuilder)

Investment Grade

Investment Bonds • $2.6bn in FUM (25% 3- year CAGR) • #1 market share of total FUM (25%) • #1 market share of inflows (47%) (12 months to 31 March 2023) • $8.2m underlying profit (38% 3-year CAGR) Annuities • Investment linked lifetime annuity • Income guaranteed for life • Offers investment choice • $15m sales in FY23 The actual effective tax rate can be even lower if you use Generation Life's Tax Optimised series of investment options, where the effective average long-term tax rate could be as. The Generation Life Tax Effective Equity Income Fund has a Recommended Chant West rating

What is an Investment Bond?. Generation life charge you a fee for this, in this case 0.40% so. Investment bonds are structured as tax-paid investments, meaning that the underlying investments are taxed within the investment bond structure at a 30% tax rate

What is an Investment Bond?. The fourth annual Investment Bond Excellence Awards recognise excellence in the key facets of the products, based on a holistic benchmarking review which includes financial strengths, marketing strengths, product benefits, service to customers and support and Generation Life Limited (Generation Life) AFSL 225408 ABN 68 092 843 902 is the product issuer