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Discover the advantages of an investment bond when used in a trust without the complexity of other forms of investments
Unlike other investments such as shares, managed funds and term deposits, investment bonds do not distribute taxable income or realised gains unless a withdrawal is made within the first 10 years. Having a discretionary or family trust invest in an investment bond can reduce (or eliminate if fully invested) the level of distributable income.
Find out more about how Generation Life can help to simplify and manage your distributable income from trusts, in the articles below.
22 October 2020 • 8 mins
managing trusts
Effectively manage income distributions to beneficiaries and assessable income levels within a trust
A private, discretionary or family trust can reduce its distributable income if invested.
17 July 2020 • 10 mins
managing trusts
Investment bonds for family or discretionary trusts with excess distributable income
Are you looking for a simple solution to help with tax planning and managing income levels.