Minimise tax on your estate when leaving inheritance
An investment bond can be a savvy way to manage a lump sum inheritance. You can protect your legacy from being eroded by inheritance tax bills.
Support your children to buy property
Forward-thinking and financially savvy parents—or grandparents—can support family prosperity through generational wealth transfer. Give the next generation the best possible financial start.
Provide quality education for the next generation
An Education Bond is purposefully calibrated to save for a child’s future education. It has tax-effective savings options that allow you to grow investments without adding to your taxable income.
Create a tax-effective income stream in retirement
You’ve worked hard to accrue your superannuation. Like super, an investment bond has favourable tax treatment, however, it comes with less stringent rules to access your own money.
Distribute wealth in line with your wishes
Blended family dynamics can be complex. An investment bond is uniquely configured to protect your legacy and distribute wealth exactly as you intend.
consolidate your legacy