While #superannuation has long been a tax-effective way for #Australians to save, the recent super changes may have made it more limiting for you, reducing #super balances, flexibility & tax effectiveness. In Nest Egg I outline other ways to #planforchoice nestegg.com.au/sponsored-feat…

Despite its importance, many fail to have a proper #estateplan in place. #InvestmentBonds are an effective planning tool because of their simplicity and tax efficiency. Read how investment bonds can help with estate planning here: moneymanagement.com.au/features/getti… Money Management

Centuria Capital CEO John McBain provided an engaging presentation to leading institutional fund managers and advisers at yesterday’s Shaw and Partners Emerging Leaders Conference. Find out more bit.ly/2JjrfVb

Did you know @Centuria_Capital’s minimum investment for an #investmentbond is only $500? In this article by Money Management, I explain how investment bonds can be an #estateplanning solution for people at any income level moneymanagement.com.au/features/getti…

We all want the best for our children or grandchildren - but a good #education can often be costly. Wondering how can you provide the best education possible for your children or grandchildren? Read Centuria Capital's strategy here: centuria.com.au/investment-bon…

While superannuation is one of the most important investments you can make, government changes to the super system can make it necessary to consider tax effective strategies outside of super to help bolster retirement savings Centuria Capital centuria.com.au/investment-bon…

The Aus population is ageing and at the same time our life expectancy is increasing. It’s essential to plan ahead and ensure you have funds to last your entire #retirement. Sometimes #superannuation isn’t enough, read about an alternative strategy here: centuria.com.au/investment-bon…

Changes to #superannuation can impact how you plan to transfer wealth to loved ones. It’s important to find effective wealth building vehicles that also provide #estate protection and planning opportunities, so you can #planforchoice. Nest Egg nestegg.com.au/sponsored-feat…

I outline for Nest Egg how investment bonds can be used as a tax-effective, flexible and secure estate planning tool, especially in light of recent changes. You can read more about #investmentbonds and #estateplanning here: nestegg.com.au/sponsored-feat…

New research from Milliman, Inc. shows retiree spending falls much faster than expected. A couple’s spending at 85yo falls 37% from 65-69yo. This data calls for a need to look at #retirement strategies outside of the traditional #superannuation financialstandard.com.au/news/retiremen…

The Bank of Mum and Dad is the Australia's 5th largest lender just behind the big four. Good news for kids – but what about parents? It’s important to have #savingsstrategies in place early, so supporting children doesn’t mean a less comfortable retirement switzer.com.au/the-experts/th…

While the proposed $530 #tax offset revealed in the #FedBudget may seem modest, for those who can it provides a good opportunity to #save. $500 is enough to invest in an #investmentbond and reap the benefits in the future. #planforchoice Nest Egg nestegg.com.au/investing/1182…

The #FedBudget pointed out that #retirement income should be a priority for all #Australians. We know an effective way to do this is with ‘set-&-forget’ type vehicles, such as #investmentbonds. For more info, see my comments on the Budget in @AdviserVoice adviservoice.com.au/2018/05/commen…

I really enjoyed Allison Macfarlane’s presentation at the Switzer Investor Strategy Day on #investmentbonds and alternate ways of #investing. It's great to be spreading the word about #investmentbonds and how they can help Australians #planforchoice switzer.com.au/video/a-tax-fr…