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financial adviser explains the features and benefits of wealth management to three siblings seated around him at a table - application of testamentary trusts in to estate planning

Investment bonds

What are Investment Bonds? Investment bonds are financial securities provided in a specific form by life insurance companies and friendly societies. Although

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pie-chart multi-coloured graph on right hand side shows 23 financial year commonwealth government expenditure breakdown - with notes to left explaining that government revenue comes from Taxation. Has logo of Continuum Financial Planners - investment success contributor: taxation - in no small measure thanks to imputation credits in dividend imputation; personal tax wisdom in use of refund. Individuals may get a tax offset for making a spouse superannuation contribution; and need awareness of capital gains tax basics

Discretionary Trusts

As the description infers, discretionary trusts are structures under which the controllers exercise discretion in undertaking their responsibilities.  Trustees are

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