No delays, no exemptions: the countdown to Division 296 is on
Division 296 reshapes wealth planning, adding tax on super balances above $3 million. Advisers must act quickly to safeguard client structures before looming fiscal deadlines.
Tag: Craig Brooke
Navigating the $200,000 tax trap in high-balance super
As Division 296 looms, KeyInvest reveals why top-tier advisers are moving beyond policy jargon to implement a more sophisticated asset location strategy.
Investment bonds gaining popularity as a gift to help younger generations: KeyInvest
A confluence of compounding returns, further contributions and tax-paid status make investment bonds an attractive option for grandparents looking to give their loved ones a financial leg-up in life.
Time to get proactive on $3M super tax changes strategies: KeyInvest
The new rules around superannuation balances over $3 million have many searching for ways to mitigate the impact. The tax advantages of investment bonds may provide a viable alternative.