MONEY MASTERS

IOOF: Wealthbuilder

Sue Herrald. investment specialist IOOF Holdings

Investment bonds are long-term investment vehicles which may offer tax efficiency to some investors. The IOOF WealthBuilder is intended for investors who are looking to save over the medium to long-term by providing a simple solution for investments, tax planning and estate planning needs. This Money Masters course with Sue Herrald will explain what investment bonds are, how they are commonly used and how they could help your clients to achieve their life goals.

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What you'll learn /

The IOOF Investment Bonds masterclass with Sue Herrald will give you insights into:

 

What investment bonds are
How investment bonds are commonly used
How to use investment bonds to achieve life goals
Why investment bonds are consider a tax effective investment

About the expert /

Sue Herrald /

investment specialist IOOF Holdings


Sue Herrald has over 26 years’ experience in financial services and began with IOOF as a dedicated financial planner and head of the Private Client division. She is now the IOOF WealthBuilder Investment Specialist, dedicated to helping financial advisers use investment bonds to fulfill a number of financial planning strategy needs.

  • CPD hours1.5
  • Knowledge AreaMANAGED INVESTMENTS
  • TypeMONEY MASTERS
  • PriceFREE
  • Share

Outline of the course /

IOOF Wealthbuilder

Sue Herrarld has a simple philosophy when it comes to money; the more you save today, the more options you’ll have tomorrow. Featured on The Investment Series TV Show, Sue explains how the strategic use of investment bonds can build a comfortable future.

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01.
TAX STRUCTURE: INVESTMENT BONDS

What is an investment bond?

Sue Herrald explains how investment bonds work, the tax structure surrounding this kind of investment asset and explains why it is an effective savings alternative.

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02.

Investment bonds today

Sue Herrald explains why more investors are using investment bonds for savings and retirement planning, and how they can be added to a portfolio to receive tax benefits.

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03.
INVESTMENT SPECIALTY: TAX STRUCTURES

Rules upon withdrawal

Sue Herrald explains the rules and misconceptions of investing in investment bonds, especially in relation to the investment timeframes and rules around withdrawals.

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04.

The 125% rule

Sue Herrald explains the 125% rule and its relationship with the amount of money investors can invest during the course of every year of the investment timeframe.

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05.
INVESTMENT TIPS: SUE HERRALD

The benefits of using bonds

Sue Herrald outlines the benefits of using investment bonds, especially in relation to tax liabilities, the flexibility offered via this style of investment and the opportunity to save for a specific event.

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06.

Using investment bonds strategically

Sue Herrald explains the common investment strategies of an investment bond and how you can use the bond for simple wealth creation through things like direct shares and non-tax paid managed funds. She also explains the options available for retirees looking to access savings before they can access super.

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07.

A message for advisers

Sue Herrald explains why advisers looking for strategic wealth solutions for their clients should consider using an investment bond – from saving for specific events through to estate planning for clients.

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08.
EXPERT COMMENTARY: INVESTMENT BONDS

Zenith: application of investment bonds

David Wright explains how investors commonly use investment bonds in their portfolio and the relationship bonds have with tax benefits.

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09.

Zenith: investment bonds: new or old?

David Wright explores the structure of investment bonds and reminds investors how long the investment option has been around. He also touches on the stability of the bond and the versatility of the product.

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10.

Test yourself /