Are your clients fast approaching the top marginal tax brackets and therefore need tax-effective investment options to mitigate the effect of bracket creep? Tax-paid structures such as investment bonds can help close the gap between headline returns and after-tax returns, by reducing the impact of bracket creep. They can also boost the consumable returns your clients keep. If your clients are likely to be impacted by bracket creep it may be worth exploring the several benefits of investment bonds. Read the full article below #GenerationLife #outthinkingtoday #nottomorrowsproblem #bracketcreep #taxeffective #investmentbonds The Australian Financial Review
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Are you maximising your investment potential? Investment Bonds might be the key to your long-term financial success. With tax-efficient growth and the potential for tax-free withdrawals after 10 years, they offer a compelling option for those in higher tax brackets. 🌟 Why should you consider Investment Bonds? 1. 𝗧𝗮𝘅 𝗼𝗻 𝗲𝗮𝗿𝗻𝗶𝗻𝗴𝘀: Earnings within the bond are taxed at a maximum rate of 30%, benefiting those with higher marginal tax rates. 2. 𝗛𝗼𝗹𝗱 𝗳𝗼𝗿 𝟭𝟬+ 𝘆𝗲𝗮𝗿𝘀: After 10 years, you can withdraw money tax-free, unlike distributions from a company structure. 3. 𝗘𝗮𝗿𝗹𝘆 𝗪𝗶𝘁𝗵𝗱𝗿𝗮𝘄𝗮𝗹: You can access your funds anytime before 10 years, but earnings may be taxed. Investment Bonds could be a great fit if you: 📅Have a long-term investment timeframe of 10+ years 💼Are in a high tax bracket and looking for tax-effective strategies 🔄 Want flexible investment options to match your risk tolerance Reach out today to discuss how Investment Bonds can align with your financial goals. 🚀 Curious to learn more? Access our full article via the comment below. #InvestmentBonds #FinancialPlanning #TaxEfficiency #WealthManagement #LongTermInvesting #EngineFinancialServices
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Strategic shift ahead! The increase in Capital Gains Exemption is a pivotal moment for investors and financial planners. It’s time to leverage this change to reshape your tax planning and solidify your investment strategies. #TaxEfficiency #StrategicInvestment #FinancialPlanning #CapitalGainsExemption #BusinessStrategy #FinancialServices #WealthManagement #InvestmentAdvice #CanadianEconomy #FinanceProfessionals
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