Tax implications of investing in managed funds through a trust

Discussion in 'Accounting & Tax' started by RetireSooner, 14th Oct, 2005.

Join Australia's most dynamic and respected property investment community
  1. RetireSooner

    RetireSooner New Member

    Joined:
    1st Jul, 2015
    Posts:
    3
    If you invest in managed funds through a trust do you lose the benefit of any input credits?
     
    RetireSooner, 14th Oct, 2005
    #1
  2. Simon Hampel

    Simon Hampel Founder Staff Member

    Joined:
    3rd Jun, 2015
    Posts:
    12,412
    Location:
    Sydney
    What input credits are there in a managed fund investment ?

    You don't mean imputation credits do you ? If so, yes, you do get to distribute imputation credits - if they are available.
     
    Simon Hampel, 14th Oct, 2005
    #2
  3. RetireSooner

    RetireSooner New Member

    Joined:
    1st Jul, 2015
    Posts:
    3
    Thanks Sim. I wasn't too sure of what the proper term was but you have cleared the muddy waters for me somewhat.
     
    RetireSooner, 18th Oct, 2005
    #3
  4. Simon Hampel

    Simon Hampel Founder Staff Member

    Joined:
    3rd Jun, 2015
    Posts:
    12,412
    Location:
    Sydney
    Imputation credits and share investments would be another good topic for an article. Would be useful to include comments about how this works for trusts too. I'll make a note of this for our ideas list.
     
    Simon Hampel, 18th Oct, 2005
    #4
Investment Portfolio’s monthly returns