Investment bonds, also called insurance bonds, are one of the most misunderstood tax effective investment structures in Australia. This in depth guide explains how Australian investment bonds work, who they may suit, tax rules such as the 10 year rule...
This comprehensive guide explains how personal insurance works in Australia – including life insurance, total and permanent disability (TPD), trauma cover and income protection. In plain English, we walk through why insurance matters, the risks to consider, how different policies...
Everything you need to know to gain an understanding of superannuation
A guide to superannuation death benefits, who they can be paid to, how nominations work and the tax on benefits paid.
Learn about concessional contributions for superannuation.
A guide to how the superannuation carry forward concessional contributions work.
Learn about capital gains taxes (CGT), how they are calculated, exemptions and how capital losses work.
Learn about how managed funds work, what they are, the benefits of managed funds, disadvantages and risks.
A guide to building investment portfolios, understanding asset classes, diversification, value and growth investing, risk profile and structuring.
An in-depth explanation of how guaranteed income streams like annuities work, what to consider and the various features.
Learn about Transition to Retirement (TTR) strategies and Transition to Retirement Income Stream (TRIS) opportunities.
Information on retirement income streams from superannuation. Convert to a tax-effective retirement income stream.
Safeguard Your Business with Key Person Insurance
How the right protection can help directors manage their risk if something happens to them.
How to protect your business and cover expenses if something happens
© 2025 Dumont Wealth Pty Ltd
