Financial advisers seeking alternate retirement solutions ahead of the fast approaching 1 July superannuation changes are presented with an investment bond that delivers tax effective outcomes and preserves client capital.
The KeyInvest Life Events Bond is structured similar to superannuation but it’s the differences in product design that make the bond stand out as a clear alternative to super. There are comprehensive beneficiary and contribution rules, as well as many estate planning and financial planning benefits.
KeyInvest general manager financial services Andrew Meinel says the firm has listened to advisers, offering a broad range of investment choice within the bond as well as an ability to deliver this efficiently so costs are lowered for both the adviser and client.
The information contained in this publication is based on the understanding KeyInvest (ABN 74 087 649 474 AFSL No. 240667) has of the relevant Australian legislation as at the date shown in this publication.
The information contained in this publication is of a general nature only and is intended for use by financial advisers and other licensed professionals only. It must not be handed to clients for their keeping nor can any copies of sections of this publication be given to clients. KeyInvest is not a registered tax agent under the Tax Agent Services Act 2009. We recommend that your client be referred to their registered tax agent or legal adviser prior to implementing any recommendations that you may make based on the information contained in this publication.