Investment Insights - March 2017 edition

Welcome to our March 2017 edition of Investment Insights

Funding the cost of a primary, secondary or even tertiary education is an issue facing many families. Often knowing how much is needed at each stage and when to start saving are common questions many financial advisers and investors ask us, this link outlines how Centuria Investment Bonds can be used to save for education funding.

With 1 July 2017, fast approaching you may have clients who are impacted to the changes to concessional and non-concessional superannuation contributions. Investment Bonds are a simple and flexible investment structure worth considering for clients who may be locked out of making contributions post 1 July 2017.

For strategies to assist your clients impacted by the changes post 1 July 2017 view Supplementing Super and Company v’s Bond

In NSW, Centuria is delighted to be supporting the Gen XY Adviser Beyond SOA Event, for more information on the event please click this link.

Don’t forget, if you are recommending an Investment Bond try our new online application by clicking here.

These are our latest performance figures:

For more information on how you can introduce Investment Bonds into your client conversations please call 1300 50 50 50 or email [email protected]. Alternatively please call your Business Development Manager.

VIC/TAS/SA - Jason Lien (03) 9616 6547

NSW/QLD - Allison Macfarlane (02) 8923 8920

For future webinars, please let me know what you’d like to learn by emailing me at [email protected].

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To receive our monthly Investment Insights newsletter, which includes our performance table which summarises the returns for all our unit linked portfolios, leave a comment below and I will add you to the mailing list.