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Insurance bonds

Insurance Bonds

Course Details

Description

Insurance bonds, also known as investment bonds, are life insurance policies with an underlying investment component. They offer unique taxation benefits, making them an attractive option for high-income earners and individuals seeking to protect and grow their wealth.

By investing in insurance bonds, policy owners can take advantage of concessional tax rates, supplement their retirement savings, and plan for long-term financial goals. Additionally, insurance bonds provide protection from bankruptcy and have favorable social security implications, making them a versatile and valuable investment vehicle.

Unlock the potential of insurance bonds with our comprehensive online self-paced course. Designed for financial professionals, investors, and individuals seeking to enhance their financial knowledge, this course delves into the intricacies of insurance bonds, a flexible and concessionally taxed investment vehicle.

Learn how insurance bonds can provide significant taxation benefits, protect wealth, and offer strategic opportunities for high-income earners. Through detailed modules, you will explore the structure, taxation benefits, and various applications of insurance bonds, including long-service leave planning, protection from bankruptcy, and social security implications.

This course is suitable for:

  • Financial professionals
  • Investors
  • High-income earners
  • Individuals seeking to enhance their financial knowledge

Estimated Time To Complete

Approx 3 Hours

Learning Outcomes

By the end of this course, you will be able to

Identify the key features and benefits of insurance bonds.
Explain the taxation benefits and strategic applications of insurance bonds.
Demonstrate how to use insurance bonds for long service leave planning and protection from bankruptcy.
Evaluate the suitability of insurance bonds for different financial goals and scenarios.

Topics

Insurance bond structure
Taxation benefits
Redemptions
Long-service leave planning
Protection from bankruptcy
Social security implications
Insurance bonds for children
Death or disability

Requirements

Computer, tablet or mobile
Internet Connection
Edge, Safari, Chrome or Firefox

Course Delivery

Online Learning

Course Access

12 Months

CPD Hours

1 Hours

Assessment

Multiple Choice

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