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Grant Hackett: leadership, high performance and using investment bonds

Australian Investors Podcast

CHAPTER

Navigating Investment Bonds for Wealth Management

This chapter explores the strategic advantages of investment bonds as a tax-efficient alternative to traditional superannuation for estate planning and wealth transfer. It explains the key rules governing these bonds, including the 10-year and 125% regulations, while highlighting their flexibility and creditor protection benefits. The discussion emphasizes the need for adapting financial strategies in an evolving economic landscape, particularly for individuals managing complex family dynamics and intergenerational wealth.

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