News and Insights
Keep up-to-date with our latest news and announcements.
News & Insights
Adviser Resources
Exempt Funeral Bond Threshold Increases to $16,250 from 1 July 2026
The “Two Sentences” Test – Can the Client Explain the Tax Outcome Back to You
Investment Bonds: A Modern Tool for Intergenerational Wealth Transfer
Ethics and Estate Planning
Division 296 and the end of unconstrained super
Are Your Client’s Kids (or Grandkids) Ready for Their Inheritance?
Just Put it in Super – The Ethical Limits of a Popular Strategy
No relief, no delays: Division 296 planning starts now
Adviser focus shifts from policy to strategy as Division 296 impact builds
The $3m super problem puts investment bonds back on the radar
KeyInvest expands Investment Bond amid Div296 reassessment
KeyInvest and Dimensional: A Refreshed Investment Bond Menu
KeyInvest strengthens national distribution team ahead of transformational 2026
Div 296 gets a makeover, as government reads the room
Super reforms signal time for investors to rethink wealth structures
Good news for savvy investors as government threshold increased on July 1
KeyInvest Funeral Bond retains Lonsec ‘Approved’ rating across both Capital Guaranteed and Unitised Options
Exempt Funeral Bond Threshold increased to $15,500 for 2024/25 financial year
KeyInvest announced as a finalist for the Financial Standard’s prestigious MAX Awards
Julian Budden joins KeyInvest Executive team as Head of Risk
Funeral Bond – Exempt Funeral Bond Threshold increased to $15,000 as of 1 July 2023
Time for greater certainty in superannuation
KeyInvest Partners with Keystone Capital to Spearhead Non-Bank Private Credit Opportunities
With uncertainty comes opportunity – in Investment Bonds
APRA approval – KIFB Restructure and Benefit Fund Rule Amendments
