Quick Glossary
We unpack some of the key terms common in Modern Estate Planning.
Glossaries
| Term | Definition |
|---|---|
| Investment Bonds | A tax-paid investment structure with tax on earnings paid by the investment bond issuer, at a rate of up to 30%. Investment bonds are structured around a client's personal wishes, with the flexibility to control how their wealth is passed on. |
| Intestate | Dying Intestate in NSW means that someone else will decide who inherits your estate. It is a much better idea for you to make a will, so you can decide how your estate is distributed. |
