WealthFocus Investment Advantage

A platform with a unique tax structure

WealthFocus Investment Advantage can give your clients something they won’t find anywhere else – platform benefits with unique capital gains tax (CGT) features.

What are the tax benefits?

• CGT-free switching. You can move your clients across asset classes and managers without triggering CGT.
• CGT-free partial withdrawals until the cost base is reduced to zero. Partial withdrawals will not incur CGT unless the withdrawal amount exceeds the cost base of the unit. 
• If the initial investment is held for more than 12 months, the CGT discount applies to all investments.

And not only that, all of these unique tax benefits are backed by an ATO product ruling (PR 2008/62).

What are the other benefits?

WealthFocus Investment Advantage combines these unique tax features with:

• A high quality, broad investment menu of over 70 investment options across a range of asset classes and investment managers.
• Features that save time and make investing easier, such as dollar cost averaging, auto-rebalancing and regular withdrawal plan.
• Flexible payment options, online access and transactional capability
• High quality technical and business development services.

A product disclosure statement will be available and investments will be accepted from 10 November 2008.

 Learn more about WealthFocus Investment Advantage
 Product summary (file size 455kb)
 View the new WealthFocus enhancements guide to find out more