Self Funding Instalment Warrants

Key Benefits of Self Funding Instalment Warrants Potential accelerated capital growth compared to a direct share investment Increased exposure to dividend income and franking credits Long-term self funding geared investment Tax effective investment A leveraged investment with no margin calls Can be used by Self Managed Super Funds (SMSF) seeking geared investments with low cost and low [...]

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Although the Australian Taxation Office has recently provided clarification and greater flexibility with regard to claims about borrowing to invest in real estate in a self-managed super fund SMSF, Manly Private Wealth reminds advisors that the strategy still does not fit all SMSF. There will likely be increased interest in strategies for clients, particularly attractive [...]

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