The human side of succession: strategy, stewardship and staying at the table
The coming succession wave will test more than asset allocation models. It will test relationships, governance and clarity of purpose.
Tag: investment bonds
Versatile and robust: The renaissance of investment bonds
The resurgence of investment bonds as a strategic financial planning vehicle was laid bare in the recent insiders INPractice Online Masterclass, “The Practical Application of Investment Bonds.”
Beyond the honeypot: Why investment bonds are back in vogue for inter-generational wealth
Speaking at The Inside Network’s INPractice Masterclass, Tom Huntley of KeyInvest highlighted the resurgence of investment bonds as a flexible, tax-effective solution for intergenerational wealth transfer amid tightening super caps.
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.
Shifting sands of super pitch investment bonds as 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.
Investment bonds easing financial stress for tax-savvy consumers
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.
High tax-payers set to gain max benefit from investment bonds: Foresters
For the right investor, investment bonds can provide a seriously beneficial after-tax return according to Foresters Financial chief executive Emma Sakellaris.