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Investment bonds a tax effective superannuation alternative

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With the superannuation reforms announced in the Federal Government’s 2016-17 Budget being realised, it is imperative that people consider ways to achieve a tax effective retirement income outside the superannuation system, says Matt Walsh, general manager of Life and Super at Australian Unity.

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Access appropriate tools for simple planning

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While estate planning is increasingly necessary for most Australians, meeting those estate planning needs usually requires simple solutions, especially for older Australians, says Matt Walsh, General Manager Life and Super at Australian Unity.

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Australian Unity taking action to help the financially vulnerable

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Australian Unity today shared its commitment to support those facing financial exclusion by announcing plans to develop a Financial Inclusion Action Plan (FIAP) by August 2017.

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New investors reaping rewards while baby boomers are worried about the future

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The bi-annual Lifeplan ICFS Financial Advice Satisfaction index has revealed that while wealthier investors aged over 60 are worried about the future of their investments, new investors are engaging more with financial advisers and benefitting from the recent positive results from the capital markets.

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Zenith upgrades Lifeplan Investment Bond

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The Lifeplan Investment Bond (formerly Lifeplan NextGen Investments) has been upgraded from “recommended” to “highly recommended” by Zenith Investment Partners in its latest review.

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