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:
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 taking out on the lives of the parties making the agreement. Older business owners face hefty premiuns 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.
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We are extremely happy with the high level support that KeyInvest consistently provide and offer to our practice. It not only makes us feel valued, but it permits us to provide a superior level of service to our clients. Not only are the staff amazing, but they also have a good set of tools and resources as well.
Forbes Wealth Planning
We have been using Keyinvest for the past few years. We are always reluctant to use a new provider as you never know what level of service you will receive. On our first application we wanted some assistance just to guide us through. The team at Keyinvest were so obliging. Every time we contact them they are the same. It is such a refreshing change from the usual help desk random mood, random answer stereotype.
Tony Skinner - Wealth Strategist
SWM Finance Matters
We are extremely happy with the high level of support that KeyInvest consistently provide and offer to our practice. It not only makes us feel valued, but it permits us to provide a superior level of service to our clients. Not only are the staff amazing, but they also have a good set of tools and resources.
Forbes Wealth Planning
I have had a business relationship with KeyInvest for many years and throughout that time they have always been easy to deal with and always supportive in our endeavours to assist our clients. They continue to provide a great service and have a select range of services and products that are tailor-made for specific client situations. I have no hesitation in me or any of my advisers recommending KeyInvest to our clients where required.
David Schultz - Financial Planner