Upcoming Webinars
CLICK HERE for the upcoming webinar schedule for Madison.
Unlocking the strategies within a Futurity Education Bond
Futurity is an independent and mutually structured financial institution and Australia’s leading issuer of tax-effective, life-event Education Bonds.
In 2020 Futurity launched a new Education Bond range designed specifically for saving and investing to tax-effectively accumulate funds to meet lifelong education expenses. As long-term growth investments, they can help clients attain financial self-sufficiency to meet education-related expenses.
The ground-breaking range of Education Bonds have the flexibility and features to help save and fund a full spectrum of lifelong education courses and suit families (with up to 10 beneficiaries – the only Investment/Education Bond to have this feature) across multiple generations or can be tailored for individuals.
Whilst Futurity Education Bonds are designed to fund education related expenses, they also offer a solution for a range of life events clients may wish to plan for. The Futurity Education Bond effectively operates as a tailored, education-purposed family trust, but one which retains all the key features and tax benefits associated with traditional Education Bonds. For example, a Futurity Education Bond can assist clients by providing a secure and confidential Estate Planning strategy and simplify family trust and deceased estate arrangements.
Clients have full control of their investment, whether used for education purposes or for their own changed personal use and can access their funds at any time. The bond also offers a comprehensive investment menu of 22 options with leading Australian and international managers, along with the ability to minimise burdensome annual taxation and CGT reporting.
Futurity will be hosting upcoming Webinars in August for you to learn more. Please see below for the relevant dates
11th August 11am -12pm: Please click here for Zoom webinar registration
24th August 11am -12pm: Please click here for Zoom webinar registration
Advice & Governance Webinar Series
Join our fortnightly lunch and learn webinar series focused on all things advice and governance. This will be a 30 minute session designed around the latest legislation releases along with common themes that are being uncovered during our Active File Reviews.
The next webinar takes place on Tuesday 10 August at 12.30pm (AESDT). We will be releasing the topic details on Workplace closer to the day.
Simply CLICK HERE to register once and you will be reminded each fortnight of the upcoming session.
Looking forward to seeing you there.
Madison Investment Update webinar
Our monthly investment update webinars for 2021 will be held at 2pm on the third Wednesday of every month.
There will be no update for August 2021 due to the Good Governance Summit. The next scheduled occurrence will be on 15 September. CLICK HERE to register.
Meet with Megan Webinars
Join Megan Thomson on Thursdays at 12pm (AEST) in her ‘Meet with Megan’ webinar series. Each week Megan will present efficiencies available to you in XPlan to support your business.
CLICK HERE to register and select any of the below sessions.
Thursday 5th August – XTools+ CALM
This session will provide you with an understanding of how XTools+ can be used for cashflow modelling and projections for your SOA. This session will provide an overview
In this Edition
| · A message from Jaime
· Asset Class Return Forecasts Update · WealthPortal Investment Menu Change · The View |
· New Financial Services Reform Bill – update | · Fee Consent Matrix for Fund Providers |
Upcoming Webinars
CLICK HERE for the upcoming webinar schedule for Madison.
Unlocking the strategies within a Futurity Education Bond
Futurity is an independent and mutually structured financial institution and Australia’s leading issuer of tax-effective, life-event Education Bonds.
In 2020 Futurity launched a new Education Bond range designed specifically for saving and investing to tax-effectively accumulate funds to meet lifelong education expenses. As long-term growth investments, they can help clients attain financial self-sufficiency to meet education-related expenses.
The ground-breaking range of Education Bonds have the flexibility and features to help save and fund a full spectrum of lifelong education courses and suit families (with up to 10 beneficiaries – the only Investment/Education Bond to have this feature) across multiple generations or can be tailored for individuals.
Whilst Futurity Education Bonds are designed to fund education related expenses, they also offer a solution for a range of life events clients may wish to plan for. The Futurity Education Bond effectively operates as a tailored, education-purposed family trust, but one which retains all the key features and tax benefits associated with traditional Education Bonds. For example, a Futurity Education Bond can assist clients by providing a secure and confidential Estate Planning strategy and simplify family trust and deceased estate arrangements.
Clients have full control of their investment, whether used for education purposes or for their own changed personal use and can access their funds at any time. The bond also offers a comprehensive investment menu of 22 options with leading Australian and international managers, along with the ability to minimise burdensome annual taxation and CGT reporting.
Futurity will be hosting upcoming Webinars in August for you to learn more. Please see below for the relevant dates
11th August 11am -12pm: Please click here for Zoom webinar registration
24th August 11am -12pm: Please click here for Zoom webinar registration
Advice & Governance Webinar Series
Join our fortnightly lunch and learn webinar series focused on all things advice and governance. This will be a 30 minute session designed around the latest legislation releases along with common themes that are being uncovered during our Active File Reviews.
The next webinar takes place on Tuesday 10 August at 12.30pm (AESDT). We will be releasing the topic details on Workplace closer to the day.
Simply CLICK HERE to register once and you will be reminded each fortnight of the upcoming session.
Looking forward to seeing you there.
Madison Investment Update webinar
Our monthly investment update webinars for 2021 will be held at 2pm on the third Wednesday of every month.
There will be no update for August 2021 due to the Good Governance Summit. The next scheduled occurrence will be on 15 September. CLICK HERE to register.
Meet with Megan Webinars
Join Megan Thomson on Thursdays at 12pm (AEST) in her ‘Meet with Megan’ webinar series. Each week Megan will present efficiencies available to you in XPlan to support your business.
CLICK HERE to register and select any of the below sessions.
Thursday 5th August – XTools+ CALM
This session will provide you with an understanding of how XTools+ can be used for cashflow modelling and projections for your SOA. This session will provide an overview
In this Edition
| · A message from Jaime
· Asset Class Return Forecasts Update · WealthPortal Investment Menu Change · The View |
· New Financial Services Reform Bill – update | · Fee Consent Matrix for Fund Providers |