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).
Sponsor White Papers (click here to see all previous papers)
Wikipedia defines a White Paper as “an authoritative report or guide informing in a concise manner about a complex issue and presenting the issuing body’s philosophy on the matter. It is meant to help readers understand an issue, solve a problem, or make a decision.”
Cuffelinks includes this section to allow our sponsors to share their longer research or opinion pieces with our audience without editing or comment by us. They are provided for general education purposes and do not address the specific needs or circumstances of any investor.