Specialty financial services provider KeyInvest and technology-enabled multi-boutique platform Mantis Funds are proud to announce a partnership that will bring investment bond products to the financial advisor and high-net-worth individual (HNWI) markets nationally.
investment bonds
Two cases where Investment Bonds can help super
Investment Bonds have benefits and features which are worthwhile evaluating as a way to supplement superannuation or even as an alternative tax-effective vehicle. 1. When super contribution caps are maxed out – selling a property Anna is 55 years old and is on the highest marginal tax rate of 47% and expects to earn $250,000 […]
How an Investment Bond can enhance super
Investment Bonds have benefits and features which are worthwhile evaluating as a way to supplement superannuation or even as an alternative tax-effective vehicle. Tax effective structure of Investment Bonds Investment Bonds are tax-paid investments similar to superannuation. Throughout a Bond’s investment term the Investment Bond pays tax annually on behalf of the investor at a […]
Private trusts can benefit from investment bonds
Many ‘private trusts’ run corporate beneficiary structures (sometimes called a ‘bucket company’) to receive income distributions for investment assets that if retained within a family trust or distributed to high-income adults or children, would otherwise attract tax at the top marginal tax rate (MTR). An issue with making distributions and creating assets in a private […]
Smart estate planning must include alternatives to the Will
Using an Investment Bond, financial advisers can put in place arrangements that are not only separate from their client’s Will, but can facilitate the Bond’s proceeds passing to intended beneficiaries well after (e.g. many years) the date of the investor’s death. A Bond can be structured to achieve intergenerational wealth transfers. This can be achieved […]
Private high school fees are set to rise at least 6 per cent next year
Private high school fees are set to rise at least 6 per cent next month, prompting parents and grandparents to invest in a unique Australian innovation which is tax-paid and an easily manageable “targeted purpose” investment.