Episode Details

What if an investment structure that has been easy to overlook for years is suddenly about to become much more attractive?

The upcoming changes to the way investments are taxed could shift the maths for anyone building wealth outside super. So, could investment bonds now help you keep more of your returns compounding, reduce tax along the way and offer benefits that personal investing or a family trust may not?

In this episode, Paul looks at why investment bonds deserve another look, where they could fit, and the important rules that can make or break their effectiveness.

Inside this episode:

• Why investment bonds may suddenly deserve consideration for your wealth strategy

• The tax advantage that could leave more of your returns working for you

• Could an investment bond now stack up better than a family trust?

• The 10-year rule that sounds far better than it actually is

• How investment bonds could help you pass wealth to children or grandchildren more strategically