Investment and Education Bonds - podcast episode cover

Investment and Education Bonds

Jun 09, 202036 min
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Episode description

In this episode of the #mastersoffinancepodcast we delve into the mysterious things known as investment bonds or insurance bonds. We breakdown how these tax structures can benefit you for things like an early retirement but also look at some specialised versions where you can potentially claim all your tax back if you're using it for education costs. #havealisten

 

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Please read and acknowledge the following before listening to this episode. This podcast is for entertainment purposes only and does not constitute financial advice or financial product advice. To receive personal financial advice or financial product advice you must first receive a Statement of Advice (SoA). You must also receive, read and understand the Product Disclosure Statement/s (PDS) of any products you are considering to ensure the product/s is suited to your needs before acting. We may discuss products, services and answer listener questions on this podcast for entertainment & illustration purposes only. We may change the name of the questioner for anonymity. It is impossible to give you personal advice on an entertainment podcast as we do not know the details of your personal financial situation.

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Investment and Education Bonds | Masters of Finance Podcast with Alex Hont - Listen or read transcript on Metacast