
Episode 13 - Retirement Annuities or Trust Structures? Making Informed Choices for Your Legacy
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About this listen
In this episode of Beyond Succession, we delve into the world of retirement annuities (RAs) as alternatives to traditional trust structures. While trusts have long been favoured for wealth transfer and asset protection, an increasing number of individuals are turning to retirement annuities for their unique benefits and flexibility.
The discussion highlights the similarities between RAs and trusts, showcasing where these two vehicles intersect and where they diverge.
Audio Clip from 'The Big C'
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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.