What does Wealth Management Portfolio offer?

It offers individuals, trustees and corporate investors:

  1. A wide investment choice to suit their investment objectives. 
  2. 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. 
  3. 5% return of capital each year can be taken without any immediate tax liability. 
  4. 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).