Building the bonds
May 08, 2019
4 minutes
THE EXPERTS
Adnan Glinac
Executive general manager, life and super, Australian Unity
Michael Blake
Head of Centuria Life
Sue Herrald
Investment specialist, IOOF
Darren James
Financial adviser, AMP
10 MOST-ASKED QUESTIONS
Q What is an insurance bond?
An investment bond (also known as an insurance or growth bond) is a tax-paid investment offered by an insurance company. It’s technically a life insurance policy so you need to nominate a life to be insured and a beneficiary. Provided certain rules are met, investment bonds can be a tax-effective way to invest for long-term investors with a marginal tax rate higher than 30%, as the owner
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