Depending on your personal circumstances, there can be situations where it’s beneficial for you to build and hold a portion of your wealth outside of super. For example, this may include circumstances where you are:
One option, in this regard, is an investment (insurance) bond.
An investment bond is commonly offered by insurance companies and friendly societies, and has similar features to both a managed fund and an insurance policy.
In this animation, we illustrate the finer details of investment (insurance) bonds.