Access insights and articles to help you navigate the world of education and investments.
Proposed Changes to Super: Your Family's Future
From the Baby Boomers to Gen Alpha and beyond, the proposed changes to Superannuation may directly affect a small percentage of retirees, but their impact extends far beyond.
If you're planning to pass down wealth to future generations , these changes to super provide an opportunity to explore alternative investment options and ensure a secure financial future for your family.
Understanding the Proposed changes to Super
Starting from 1 July 2025, the Australian Government plans to apply a 30% concessional tax rate to Super balances exceeding $3 million.
Planning for Your Family's Financial Well-being
Wealth Transfer: Building a Legacy
Expanding Your Investment Horizons
Investment Options Beyond Super
Benefits of Education Bonds for Wealth Transfer
Unlocking Opportunities with Education Bonds
Education Bonds offer flexibility and control over your intergenerational wealth transfer plans.
You have the freedom to make withdrawals at any time for any purpose, add or remove beneficiaries, and set up education provisions for your loved ones.
Securing Your Family's Financial Future
Discover More about Education Bonds