414 Investment bonds: the 125% rule, tax-free access & when to use them

In this episode, Glen James and financial adviser Martin McGrath go under the hood on investment bonds and unpack:

👉 what is an investment bond 👉🏼 how tax works 👉🏽 the rules 👉🏾 using investment bonds for kids and grandkids 👉🏿 the advantages 👉🏻 personal investing vs super vs investment bond 👉 high-income earner case study 👉🏼 using investment bonds for education purposes

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This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au. Hosted on Acast. See acast.com/privacy for more information.