MONEY MASTERS

Austock Life: Imputation Bond

Richard Atkinson. head of independent financial advice, product & relationships Austock Life

The Austock Life Imputation Bond Money Masters course with Richard Atkinson explores the varied roles an imputation bond can play and how these can assist investors at different life stages and with different goals. Richard also discusses the tax advantages the Austock Life Imputation Bond offers and the range of investment options the bond has access to.

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What you'll learn /

The Austock Life Imputation Bond masterclass with Richard Atkinson will give you insights into:

 

The tax advantages offered by the Austock Life Imputation Bond
The range of investment options the bond has access to
The ideal client for the Austock Life Imputation Bond
What investment goals the Austock Life Imputation Bond can be used for

About the expert /

Richard Atkinson /

head of independent financial advice, product & relationships Austock Life


Richard Atkinson is the head of independent financial advice, product and relationships at Austock Life. In this role he assists advisers in finding specialist solutions for their clients’ unique financial needs such as aged care and estate planning. Richard has over 20 years’ experience in the financial services industry during which time he has worked for St George, Zurich and Austock Life. Prior to this he served 13 years in the British Army in Europe and the Middle East.

  • CPD hours1
  • Knowledge AreaMANAGED INVESTMENTS
  • TypeMONEY MASTERS
  • PriceFREE
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Outline of the course /

Snapshot

Richard Atkinson is the head of independent financial advice product and relationships at Austock Life. In this role he assists advisers in finding specialist solutions for their clients’ unique financial needs such as aged care and estate planning. Richard has over 20 years’ experience in the financial services industry during which time he has worked for St George, Zurich and Austock Life. Prior to this he served 13 years in the British Army in Europe and the Middle East.

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01.
Overview

Fund philosophy

The Austock Life Imputation Bond provides investors with a wide choice of investments in a flexible structure to meet their needs.

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02.

Understanding investment bonds

The Austock Life Imputation Bond is a customisable tax structure which assists investors in meeting their specific financial needs.

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03.

Competitive advantage

A highly experienced team solely focused on the group’s Imputation Bond helps advisers and investors in selecting the best structures for their needs.

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04.

Role in portfolio

The Austock Life Imputation Bond works to complement an investor’s superannuation savings in a tax effective way.

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05.

The team

An experienced investment team well versed in imputation bonds sits behind the Austock Life Imputation Bond.

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06.
Structure and objectives

Investment bond structure

The Austock Life Imputation Bond is underpinned by a secure investment structure, modelled on the structure of a friendly society bond.

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07.

Tax considerations

The Austock Life Imputation Bond doesn’t distribute taxable income on capital gains which makes it a tax friendly investment option for clients.

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08.

Strategic uses

The Austock Life Imputation Bond can be used for a range of investment outcomes including estate planning, education funding, and income layering.

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09.

Fees and rules

The Austock Life Imputation Bond has a number of rules in place regarding client contributions and access to money.

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10.
Best suited for

The ideal investor

The Austock Life Imputation Bond is suitable for a wide range of investors with varying investment goals and timeframes.

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11.

Risks and returns

With a choice of 30 different funds to invest in within the Austock Life Imputation Bond, the risks and returns will differ depending on a client’s investment preferences.

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12.

Key considerations for investors

Although the Austock Life Imputation Bond is often considered a long-term savings vehicle, it is suitable for clients across all investment horizons.

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13.

Test yourself /

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