Education and Investment Bonds for Children
- Jaxon King
- Feb 25
- 1 min read
I recently took part in a webinar hosted by MGI South Qld about Education and Investment Bonds for Children. The session covered strategic approaches to funding education costs including education funding strategies using tax-effective structures, intergenerational wealth transfer methods and non-estate asset planning.
You can watch a recording of the webinar below:
The key points covered in the webinar include:
education bonds as purpose-driven investing tools that segregate education funds from lifestyle money
Tax benefits of education bonds – maximum 30% tax rate internally, potential for tax-free withdrawals after 10 years
Estate planning advantages – bonds sit outside the estate and can bypass probate
Intergenerational wealth transfer strategies – ‘giving while living’ approach for grandparents
Asset protection features – funds protected from creditors and bankruptcy
You might also like to read my recent blog about Investing for Children: How to Build Their Financial Future.
This is a hot topic at the moment and at Scion Private Wealth we work with many parents exploring investing for their kids. Getting investment management advice is the best way to ensure you make informed decisions about tax effective structures.
Book a consultation with our investment advisor today and discover how we can help you to build financial security for your family for generations to come.
Disclaimer: This webinar and all articles on this website provide general information only and does not constitute financial advice. You should seek personalised advice from a licensed financial adviser before making investment decisions.
