investment bonds

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.

The new $3 million superannuation cap is a reminder that the system will never stand still, and diversification options like investment bonds will always be highly valued.

There may be some caveats, but investment bonds can serve as a tax efficient investment vehicle. This is especially so when planning for life events like schooling, inheritances or property purchases.

For the right investor, investment bonds can provide a seriously beneficial after-tax return according to Foresters Financial chief executive Emma Sakellaris.