Generation Life - Outthinking today.

Thank you for an incredible 2024!   As we approach the end of 2024, we would like to thank you for supporting and partnering with us this year. Your trust and support have been invaluable, and we couldn’t have achieved all this success without you.   From all of us at Generation Development Group and Generation Life, we wish you and your families a wonderful festive season and a Happy New Year. We look forward to working with you again in 2025. #generationlife #outthinkingtoday #investmentbonds #retirementincome

Generation Life is thrilled to announce the appointment of Felipe Araujo as our new Chief Executive Officer and Managing Director of Generation Life effective from 1 January 2025.    Over the past five years, Felipe has been an integral part of our journey as General Manager and Executive Director of the company.   Felipe will succeed Grant Hackett OAM who steps into the role of Chief Executive Officer at Generation Development Group (ASX:GDG) to focus on driving strategic initiatives and growth at a group level.    Felipe says: “I am thrilled to be stepping into the role of Chief Executive Officer and Managing Director at Generation Life. Over the past five years as General Manager, I witnessed our incredible potential to innovate and grow. I am excited to lead our talented team as we continue to drive forward and deliver exceptional value for our investors.”   Please join us in congratulating Felipe on this well-deserved appointment. We are excited to achieve even greater success at Generation Life under his leadership.   Read more here: https://lnkd.in/gYt-UWz6 #generationlife #investmentbonds #retirementincome #outthinkingtoday

❝ The tax regime in Australia is changing. It’s becoming more complex, with higher levels of tax and greater uncertainty around when and how you’ll be paying it. ❞ John Laver, CIMA®, Head of Investments at Generation Life - Outthinking today. highlighted three key areas advisers should focus on when addressing tax for their clients: 1) Unintended consequences of not considering tax 2) The compounding benefit of saving on tax 3) Behavioural consequences of tax Felipe Araujo, Michael Jaeger, Harry Page, Ilda Thom, Kit Tong

❄️ Generation Life White Nights Christmas Party 2024 ❄️ We wrapped up an incredible 2024 with an unforgettable celebration in the clouds! This year, Generation Life took Christmas to dazzling new heights at Vue de monde, where our White Nights theme transformed the evening into a magical winter wonderland. From breathtaking views to a chic and sophisticated atmosphere, every detail came together to create a night filled with joy, laughter, and cherished memories. A special thanks to our amazing People & Culture team for organising such a spectacular event, and to every team member for their unwavering dedication and hard work throughout the year. You are the heart of our success and we couldn’t do it without you. Here’s to reaching even greater heights in 2025! #GenerationLife #WhiteNights #Christmas2024

We’re thrilled to announce that Generation Life has won Money Magazine Australia’s Best of the Best Awards 2025 in the Innovation in Intergenerational Wealth category.   Grant Hackett OAM, our Chief Executive Officer, said: "At Generation Life, innovation is one of our core values. Winning this award truly showcases our commitment to innovation and helping Australians, as we understand that leaving wealth across generations to those who matter most is one of the most emotional life goals Australians will ever work towards to.”   This is the second year in a row that we’ve received a Best of the Best award from Money Magazine, this time recognising our leadership and innovation in the intergenerational wealth space.   We are extremely proud of our continued innovation in this category, making Generation Life a leading provider of estate planning solutions. This award acknowledges our unwavering commitment to delivering excellence in the industry and empowering the financial futures of Australians and their families, with the help of their financial advisers. Read more here: https://lnkd.in/gD3fdfbi #bestofthebest #innovation #intergenerationalwealth #investmentbonds #outthinkingtoday

At Generation Life, we’re proud to be part of initiatives that promote health, community, and support for meaningful causes. Over the weekend, our team laced up their running shoes for the 2XU Wellness Run Proudly Supporting Beyond Blue, making it a memorable staff family day event!   It was wonderful to see staff, their kids and other family members, and even their furry mates, joining in the fun—from kids’ fun runs to marathons, with everyone enjoying a BBQ together afterwards. Beyond Blue’s work is crucial to mental health services, and we’re honoured to contribute to their mission of ensuring everyone has the support they need when facing life’s challenges.   Congratulations to everyone who participated—your energy and dedication made the day a great success!   #GenerationLife #2XUWellnessRun #BeyondBlue #Community #Wellness

Advised Australians are twice as likely to be satisfied with their financial situation compared to those without advice according to our latest research. Yet barriers remain – nearly one-third of unadvised Australians cite costs as a concern, while 22% struggle to find a trustworthy adviser, partly due to the lingering impacts of the Hayne Royal Commission. Building authentic, client-focused relationships are crucial, especially for younger generations. For advisers, showing both financial growth potential and tax efficiencies can help address these trust and cost barriers. Read Laura Dew’s full article on Money Magazine Australia here: https://lnkd.in/dqrNb5e8

The Australian retirement landscape is complex and there isn’t enough information out there. Sadly, this means, only one in four pre-retirees feel they can achieve their goal of saving for a happy retirement. Financial advice is required to help pre-retirees look forward and plan with confidence. To help find some of the right solutions for your clients, download your copy of Generation Life’s Not Tomorrow’s Problem Guide here: https://bit.ly/400RS82 #GenerationLife #outthinkingtoday #nottomorrowsproblem #retirement #investmentlinkedlifetimeannuity

Are your clients fast approaching the top marginal tax brackets and therefore need tax-effective investment options to mitigate the effect of bracket creep? Tax-paid structures such as investment bonds can help close the gap between headline returns and after-tax returns, by reducing the impact of bracket creep. They can also boost the consumable returns your clients keep. If your clients are likely to be impacted by bracket creep it may be worth exploring the several benefits of investment bonds. Read the full article below #GenerationLife #outthinkingtoday #nottomorrowsproblem #bracketcreep #taxeffective #investmentbonds The Australian Financial Review

Grant Hackett OAM, Chief Executive Officer at Generation Life recently spoke to Oksana Patron from Financial Standard about the value of financial advice and how the industry needs to do more to help make advice more accessible and raise awareness about the importance of financial advice to educate the public and reduce stigma. “Having a trusted financial adviser is like having a personal coach who will help you optimise the results that you want to see tomorrow, especially considering how distracted and busy Australians are with their day to day lives, often putting off financial planning ‘for tomorrow,’" said Grant Hackett OAM. Read the full article below. #outthinkingtoday #investmentbonds #nottomorrowsproblem #superannuation #division296 #taxawareinvesting