Generation Life enhances advisers' estate planning options
Generation Life has revealed investment bond upgrades as well as enhanced features of its LifeBuilder, C
Source: moneymanagement.com.au
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Investment bonds offer refuge amid super changes
As the government plans to tighten rules around high superannuation balances, investment bonds offer a secure, tax-efficient alternative.
Source: financialstandard.com.au
Super changes: How to avoid family wealth being lost to new taxes on balances over $3 million
Asset transfers, trusts and low-tax investment bonds are some options being considered to protect inheritances.
Source: afr.com
Generation Development Group inflows decline, FUM increases
In an ASX announcement, Generation Development Group (GDG) has reported negative quarterly gross inflows, down 38% on the period prior.
Source: financialstandard.com.au
Surging private school fees cost more than a second house
Worried about how you’ll pay fees in 2023? Here are some strategies to help.
Source: afr.com