EEA Advisory

Investment Tips

EEA Advisory articles tagged Investment Tips.

Hands exchanging documents for in-specie transfer in SMSF with model house and laptop.
superannuationsmsffinancial-advisory

In-specie transfers into an SMSF: moving shares and business property without triggering a tax bill

This guide explains the process of transferring assets in their current form directly into an SMSF. It details how listed shares and business real property can be transferred without converting them to cash. The guide also explores when capital gains tax may be triggered and outlines the necessary valuation and compliance steps. Trustees and business owners will gain confidence in managing their superannuation through clear advice and practical tips.

9 July 2026 · 12 min read
Primary-school children in Queensland playing chase on a sunny oval, symbolising the future education costs their parents plan to fund with an investment bond
future-planning

Best Investment Bonds for Children’s Education 2025 in Australia

Queensland school fees keep climbing, but investment bonds can lighten the load. This 2025 guide explains how a flat 30 % tax rate, ten-year tax-free withdrawals and the Education Tax Benefit boost your savings. Compare Australia’s leading providers and see why EEA Advisory’s tailored plans secure your child’s future.

2 July 2025 · 7 min read
Australian parents in Brisbane checking investment bond growth projections on a laptop to plan school fees
financial-advisoryretirement-planningwealth-management

How Investment Bonds Work: Tax Benefits for Education Savings

Paying $23k–$42k a year for private school or up to $45k at university can feel impossible. This guide shows Queensland families how investment bonds lock in a 30 % tax rate, avoid penalty minor-tax rules and deliver tax-free withdrawals after ten years.

25 June 2025 · 11 min read
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property

Tax Deductions for Property Investors with Lesser-Known Tips

Introduction: Every savvy property investor understands the importance of deductions to optimize returns. While the regular culprits like mortgage interest and property taxes often take the spotlight, a treasure trove of lesser-known deductions await those willing to dig deeper. Let’s embark on this expedition to uncover some hidden gems in the world of property tax

20 August 2023 · 3 min read

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