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Investment Bonds

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Investment bonds should be considered for retirement planning

Many Australians neglect key retirement planning tools. Investment bonds are increasingly valuable as they facilitate intergenerational wealth transfer and offer strategic tax advantages, thereby enhancing financial security.

The next generation and investment bonds

Most parents are worried about the financial future of their children. Three tips for helping with education and housing needs: start now, share your knowledge and invest in growth assets.

Five simple checks when investing long term

Starting early and contributing regularly to an investment plan is the best way to meet a long-term goal. Choosing your risk profile, time horizon and structure is equally important.

Flexibility around the date of your retirement

Superannuation is a good long-term savings vehicle, but it comes with restrictions on contributions and lack of access to money. Retirement savings may be supplemented by other tax-effective structures.

The gift of education and the cost of funding it

Putting money aside to pay for a child's education requires a serious savings effort, and lack of access to superannuation rules it out as a tax-effective and flexible option. There is an alternative.

Super alternative overcomes access and investment limits

Superannuation remains the most tax-effective savings vehicle for most Australians, but the new limits on caps and amounts in pensions will encourage wealthier investors to consider alternatives.

Finding beneficial tax alternatives to super

If contribution caps and lifetime limits on superannuation are getting in the way of long-term savings goals, there are other tax-effective alternatives available, especially investment bonds for higher income earners.

A tax-effective complement to super

Superannuation’s current tax benefits are far from certain given the government’s need for more revenue. Changes are likely to increase the competitiveness of investment bonds (sometimes called insurance bonds).

How to put money away regularly for your kids

There are many investment options for children beyond a savings account, but the merits of each are different for everyone. Here's some guidance for parents of both younger and older kids.

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