Workshops

Workshop 01 · Investment Bonds

Investment bonds, the 2nd best tax structure available?

A practical session on how investment bonds work, when they may be useful, and where they can sit within a broader wealth strategy.

The session breaks down the tax treatment, the 10-year rule, the 125% contribution rule, estate planning considerations, and the key trade-offs compared with other investment structures.

Structure → Tax → Estate Planning → Long-Term Strategy

A clearer framework for assessing investment bonds.

  • How investment bonds are taxed internally and personally
  • How the 10-year rule and 125% contribution rule work
  • When investment bonds may support estate planning and wealth transfer
  • How to compare investment bonds against superannuation, trusts and personal investing
  • Common mistakes, limitations and situations where they may not be suitable
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