13/05/2025
Why SAVE in a Bank?
• You are charged tax on your interest.
• Generally have Limited access to Funds
(if in notice deposit)
• & Returns are dismal👎
Here’s an example of a simple Investment fund structure, that returns consistent gains, only attracts CGT on sale and has almost immediate access to funds.
The difference is enormous!!
Assume the bank gives you 7% interest
(if you lucky)
Take off the tax and you’re sitting at 5-6% per annum.
In this example below, there’s an 8-9% difference in return, per annum.
That over 10 years and your “savings” with the Bank, are worth HALF than if you had invested them.
Not all investments give such great, consistent returns.
Do your research and speak to an advisor that knows what they’re talking about👍
