In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O’Reilly, from Northeast Wealth discuss investing through bucket companies, estate planning with complex entity structures, and answer listener questions about investment bonds vs company investing for children’s education and offset account strategies in retirement!
Topics covered today
- Investing in bucket companies (Pty Ltd) – tax benefits, drawbacks, and alternative investment structures
- Planning for death with complex entity structures – how family trusts and Pty Ltd companies work on death
- Superannuation distribution on death – how super is paid out and managed
- Getting the next generation involved in wealth planning and family structures
- The role of an adviser in helping navigate complex estate planning with multiple entities
- Offset account strategy in retirement and two different views on offset accounts
Grey Space Advisory – snag a $100 health check
Rask – Get Owen’s best investing research
