Investment bonds, the 2nd best tax structure available?
A practical workshop for accountants and their clients on how investment bonds work, when they may be useful, and where they fit within broader tax, estate planning and wealth strategy.
Register Expression of InterestA clearer framework for assessing investment bonds.
This session is designed to help accountants and their clients understand the practical use cases, limitations and trade-offs of investment bonds.
No product push. No complex jargon. Just a clear framework for when investment bonds may or may not make sense.
What the session will cover
- How investment bonds are taxed internally and personally
- The 10-year rule and 125% contribution rule
- Estate planning and intergenerational wealth transfer uses
- How they compare with super, trusts and personal investing
- Common mistakes, limitations and unsuitable situations
Interested in attending or inviting clients?
Register your expression of interest and I’ll send through the confirmed dates, format and details once sessions are finalised.
Yes, I’m InterestedGeneral information only. This workshop is educational in nature and does not constitute personal financial advice.