Tax-effective investing – alternative structures


Centuria Investment Bonds Strategy # 6
Tax-effective investing – alternative structures

Both the Government and the Opposition are targeting superannuation concessions, with implications for wealth creation and estate planning. Investors seeking greater certainty and more flexibility may look outside of superannuation to build wealth, to plan for various life events and to implement appropriate estate planning strategies (including inter-generational wealth transfers).

This paper from Centuria compares company and investment bond structures for tax-effective investing.

(Click on the cover page image for the full document).

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