Going on the defensive - assets and alternative structures
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Going on the defensive - assets and alternative structures
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Vincent Strangers, Head of Product at Generation Life, joins Keeli Cambourne and Aaron Dunn on this week's episode of the SMSF Adviser Show to discuss how advisers can think about defensive assets alongside the structures used to hold them. The conversation covers the tax treatment of income-producing assets, the considerations raised by Division 296 and superannuation balance thresholds, and the role of investment bonds, trusts and super in tax and estate planning. Vincent emphasizes starting well ahead of deadlines, reviewing clients' circumstances regularly, and balancing tax efficiency with cash-flow needs and simplicity. The discussion also highlights the value of planning how wealth will be passed on to beneficiaries.
Listen as they discuss:- Why the ownership structure or "tax wrapper" matters as much as choosing defensive investments.
- How super, investment bonds and trusts may differ in tax treatment and estate-planning flexibility.
- The planning challenges advisers and clients face around Division 296, balance thresholds and tax liabilities.
- Why early planning and simpler arrangements can help manage complexity and support wealth transfers.
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