What does Wealth Management Portfolio offer?04 December 2014
It offers individuals, trustees and corporate investors:
- A wide investment choice to suit their investment objectives.
- Tax control - they can defer tax being paid to control the timing and any future tax liability as well as switching assets without triggering a capital gains tax liability.
- 5% return of capital each year can be taken without any immediate tax liability.
- Virtually tax-free growth on the investment.
individual can use it with a trust to mitigate any potential tax liability or to give money to their family.
You can find more information in the key features document(Opens new window).