CHRISTMAS HOURS: Our offices will be closed on Friday 22 December and reopen on Monday 8 January. WITHDRAWAL INFO: Please click on the link for more information on withdrawals during December and January. Withdrawal Dates
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
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.Read more
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.
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.