Our offices are closed for the holidays December 24th - January 6th.

Investment distribution payments for the December quarter will be made on the 31st December 2024.

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Investing Resources & Articles

Read our latest articles, news and investing information.
Our latest investor newsletter

Our latest newsletter

In this quarter’s newsletter we hear from our CEO, Paul Bendall, we also have renowned economist Tony Alexander providing a market update and a legal expert from Holland Beckett Law, plus more.

Read our latest newsletter

Benefits of investing in a PIE fund

Investing into a Portfolio Investment Entity (PIE) may provide real benefit for some investors due to there being less tax to pay when compared to an investment that’s subject to normal income tax.

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Sep 21, 2023

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              Which type of fund is right for me?

              Complete this questionnaire to see what type of fund might be the most tax effective for your circumstances. Please note, this is just a guide and we recommend you seek professional tax advice.

              Are you investing as an individual or trust?
              An individual A trust
              Other investor types should seek professional tax advice.
              Back

              Individual

              Is your tax return completed by a tax adviser or accountant?

              Yes No

              Can you reasonably estimate your own annual income?

              Yes No

              What is your total income from all sources (including PIE income)?

              < 48k 48-70k 70-119k > 119k

              YOUR RESULTS

              Contact Us

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              Trust

              Do you distribute all annual income to beneficiaries?

              Yes Some income is distributed No distribution

              Do all Trusts beneficiaries earn more than $48K from all sources (including PIE income)?

              Yes No
              YOUR RESULTS

              Contact Us

              Disclaimer – This tool is intended to provide general guidance only. This tool does not take into account your particular financial situation, objectives or goals.

              There are alternative strategies which may provide better outcomes, we recommend you seek independent advice before making any investment decision. If you have completed this guide and wish to discuss this, we recommend you seek professional tax advice.