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You probably haven’t heard much about investment bonds, and honestly, neither had we until Jess Bell blew our minds. They sound boring, but they’re actually one of the most flexible and surprisingly tax-efficient ways to invest, especially if you want more options than just super or a bank account.
In this episode Tash and Ana chat with Jess about how these work, why they’re not the same as government bonds, and how people are using them to invest for kids, save for school fees or future goals, and even take advantage of clever tax rules without needing a business structure.
Disclaimer
Any advice is general and does not consider your financial situation needs, or objectives, so consider whether it’s appropriate for you. You should also consider seeking professional advice before making any financial decision.
Natasha Etschmann is an Authorised Representative #1299881 of Guideway Financial Services Pty Ltd AFSL#420367. Read the FSG available from https://tashinvests.com/links
Pearler is an Authorised Representative #1281540 of Sanlam Private Wealth Pty Ltd AFSL #337927. Read the FSG available from https://pearler.com/financial-services-guide
If you are considering any of the products we spoke about during the show, be sure to read the Product Disclosure Statement & Target Market Determination available from the product issuer’s website before deciding.
Hosted on Acast. See acast.com/privacy for more information.