Financial Advice Strategies

 

The information we provide on this website is General Advice only. What that means is that we don't take into account your personal investment objectives, financial situation or needs, so getting expert financial and legal advice is well worth it. If you don't have a financial adviser then you can contact us to point you to where you can find one. As well as the strategies that have already been covered in our website, the KeyInvest Life Events Bond can be used for more complex situations such as:

 

Aged Care

By using a Discretionary Trust to own a Life Events Bond, assessable income can be reduced for Aged Care means tested care fee calculations and Age Pension. This can result in higher Age Pension and lower means tested fees in Home or Residential Aged Care. 

 

Qualifying for government benefits

Some government benefits are based on an adjusted taxable income calculation. A KeyInvest Life Events Bond may reduce your taxable income assisting you to access benefits such as:

  • Commonwealth Seniors Health Card
  • Seniors Tax Offset

 

Business Succession Planning

A high priority for business owners is succession planning. It is a complex area with many considerations and needs expert tax, financial and legal guidance. Buy-Sell agreements are commonly used as one element of succession planning. In most cases insurance policies are taken out on the lives of the parties making the agreement. Older business owners face hefty premiums and sometimes are unable to gain life cover. Insurance bonds can be used in these instances in conjunction with buy-sell agreements.

For more information contact your Financial Adviser.

Download the PDS/application form

 

 

KeyInvest is a trading name of KeyInvest Ltd ABN 74 087 649 474 AFSL 240667.   KeyInvest is not authorised to carry on business in any country other than Australia. The information contained in this website is directed to and available for Australian residents only. Copyright © KeyInvest 2017 unless otherwise noted.

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Our Financial Products have been designed to Help You Save for the Future

Enjoy Life knowing Your Future is Secure with KeyInvest.

Call Us Today on 1300 658 904 or Complete the form below and one of our friendly staff will contact you asap.

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Our Financial Products have been designed toHelp You Save for the Future

Enjoy Life knowing Your Future is Secure with KeyInvest.

Click Here or Call Us Today on 1300 658 904 There’s Never Been a Better Time to Secure Your Future

KeyInvest Head Office

Level 5, 49 Gawler Place Adelaide SA 5000
PO Box 3340 Rundle Mall SA 5000
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Phone: 1300 658 904
Fax: (08) 8231 4079
Email Us:

AFSL: 240667
ABN: 74 087 649 474

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