Investment Bonds - Useful in Clients' Retirement Savings and Estate Planning Strategies
Continuous changes made to the superannuation system, limitations on annual super contributions and a backlash against complex and investment structures due to the global financial crisis are a few reasons why Tony Di Girolamo believes there is a demand for clear and simple investment products such as bonds. In this article he sets out the tax advantages in estate planning and self managed super funds and why financial planners should consider investment bonds in their clients' retirement savings and estate planning strategies.