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The funeral bond alternative providing tax and income advantages to older Australians

Funeral bonds offer a host of potential benefits, including preferential tax treatment and capped exemption from the Centrelink assets test. But not all funeral bonds are created the same.

Tahn Sharpe | 10th Oct 2024 | More
The three priorities of a robust private credit purveyor

There are three things that an Australian private credit provider should be focussed on, and capital preservation is the “absolute number one”, according to Craig Brooke from KeyInvest.

Staff Writer | 19th Sep 2024 | More
Time to get proactive on $3M super tax changes strategies: KeyInvest

The new rules around superannuation balances over $3 million have many searching for ways to mitigate the impact. The tax advantages of investment bonds may provide a viable alternative.

Tahn Sharpe | 2nd Sep 2024 | More
  • What private credit needs for the next stage of its boom

    While private credit is becoming more and popular, it’s not always becoming more and more transparent. And investors will only feel comfortable – and realise that it’s fairly “vanilla” – when they get a good look under the hood.

    Lachlan Maddock | 12th Aug 2024 | More
    Private credit in poll position to alleviate housing crisis: KeyInvest

    Spurred by the speed and flexibility of private credit, developers are eschewing banks in favour of trusted non-bank lenders. The lending market’s evolution is good news for housing in Australia.

    Tahn Sharpe | 22nd Jul 2024 | More
    Private credit not so alternative anymore: KeyInvest

    Market forces and changing winds in the banking sector have supercharged private credit, which is growing faster than any other arm in private capital. For advisers, that might mean reassessing which portfolio sleeve it slots into.

    Tahn Sharpe | 20th Jun 2024 | More