Investment Bonds - A useful structure, or smoke and mirrors?


Information for advice professionals only.

With the trend of reducing contribution caps and increased uncertainly as to the future direction of the superannuation system, more clients are considering alternate taxation structures such as investment bonds to invest their funds or complement their superannuation investments. This strategy based session:

  • Explains the features of investment bonds, how they are taxed, and their assessment for Social Security/Aged care.
  • Explains how various events including withdrawals, additional deposits, changing investment allocation and death impact a client’s overall financial position.

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The views expressed in this webinars are those of the presenters alone unless otherwise quoted, and do not reflect the views or policy of any company in the Westpac Group. The webinar is for adviser use only. They must not be made available to any retail client and any information in them must not be communicated to any retail client or attributed to any entity in the Westpac Group. The information in these webinars is provided solely as general information. The webinar recordings are being shared with the prior written consent of our industry partners.