Q&A: investment bonds and in‑specie transfers

This episode of the Mo Money podcast is a recording of a live event we did on Family Trust Investing to save tax. So in the event, we cover what a Family Trust actually is, how to set one up, and most importantly how you can use a family trust to save tax when you're investing.

We also cover some of the common Trust mistakes to avoid and what you should look out for if you're thinking about going down this path. This episode is perfect for anyone that wants to use the rules to their advantage and invest smarter.

Smarter money moves start here.

Learn how to cut through the noise, avoid expensive mistakes, and get ahead faster. Helpful links:

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Disclaimer This podcast is for education only and doesn't take into account your personal circumstances. It's not financial advice. If you buy a financial product, read the PDS and TMD, and seek advice tailored to your situation. Ben Nash and Pivot Wealth are authorised representatives of Fish Tacos Pty Ltd, ABN 14 649 248 082, AFSL 533055.