Financial Services Blog
The recent proposals announced in the 2018/19 federal Budget are, generally good news for financial planners and clients.
In his third Budget, Treasurer Scott Morrison didn’t disappoint, unveiling a new temporary tax offset and significant long-term movements in the marginal tax rates.
Seen as an alternative to superannuation, the KeyInvest Life Events Bond is a tax effective wealth accumulation tool where the client has considerable control.
Changes to superannuation rules threaten to limit the effectiveness of the retirement income product to the point where retirees might need to consider other investments if they’re to enjoy their golden years. Are Investment Bonds the answer?
Financial Advisers can now apply for the KeyInvest Funeral Bond online.
We hear a lot about inflation being very low at the moment, just 1.00% in fact for the year to 30 June 2016 but have you thought about what your household’s inflation rate is?
Rush on KeyInvest Funeral Bonds as clients look to cushion blow of pension changes.
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