Every Tuesday at 10 AM, we’ll tackle 3 key questions in under 10 minutes, covering everything from superannuation, investing, and financial strategies ranging from retirement planning to estate strategies and wealth protection. Our goal? To not only answer your questions but also break down why they matter, what to consider, and how to take the next step using real life scenarios and questions from you!
In this episode, we’ll discuss nuances around tax-effective investing and special structures such as account-based pensions, children’s education bonds, and estate planning.
This week, we’re diving into:
- What are the rules around the Downsizer contribution?
- Children’s Education Bonds as a Tax-Free Scholarship Fund
- The Importance of Testamentary Trusts for Estate Planning
Please note that anything discussed in this video is General Advice only and does not consider your circumstances. Should you wish to discuss your options, follow the link below and book a complimentary financial strategy consultation with one of our Wealth Advisors.
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