Tag Archives: High-Income Investors
Life Insurance Bonds
Life Insurance Bonds Overview A bond, issued either as a life insurance or friendly society bond, is a simple investment structure used by single high-income earners or couples where both individuals are on a high marginal tax rate. Insurance bonds … Continue reading
Posted in Estate Planning, Financial Planning, Investment Strartegies, Personal Finance, Tax Strategies
Tagged 10-Year Rule, Aged Care Fee Planning, Assessable Income, Capital Gains, Case Study, Company Tax Rate, Educational Bonds, Estate Planning, Friendly Society Bonds, High Net Worth Investment, High-Income Investors, Insurance Bonds, Investment Contributions, Investment Flexibility, Investment Growth, Marginal Tax Rates, Medicare Levy Surcharge, Partial Withdrawals, Scholarship Fund, Superannuation Alternatives, Tax Advantages, Tax Liability, Tax Offset, Tax Planning Strategies, Tax-Effective Investments
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