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Grant Hackett: rituals, performance, managing 300 staff and using investment bonds

Australian Finance Podcast

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Mastering Investment Bonds

This chapter explores key principles of investment bonds, including the 10-year rule for tax-free withdrawals and the implications of the 125% contribution limit. It highlights the benefits of these financial instruments, addressing creditor protection, estate planning, and effective tax management strategies. The discussion also examines the balancing act of investment decisions within publicly listed companies and emphasizes the importance of proactive client engagement in achieving long-term success.

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