Understanding Imputation Bonds
Austock Life Imputation Bonds offer your clients a flexible
and tax effective way to save and invest.
Best Suited Investors
Imputation Bonds are suitable for investors
seeking a tax-effective investment over a long-term time-frame.
They are ideal for accumulating a Tax-Paid lump sum for a specific
objective or to build an investment nest-egg to draw down over a
future period. (See ‘Strategies’ section.)
They are especially helpful for investors with
personal Marginal Tax Rates (MTRs) above 30%. It can often be
overlooked that many investors have MTRs of over 40% applying to
each incremental dollar of investment income.
Click
here to find out more about the Investment and Taxation
Structure Benefits.
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