Who is the fund suitable for?
If you are looking for a regular payment stream with exposure to a diversified portfolio of listed Australian shares.
If you are on a higher marginal tax rate or looking to manage your marginal tax rate position.
Where you don’t have access to superannuation and you need a tax effective regular income stream.
If you need to fund regular expenses such as school fees.
If an additional source of regular cashflow is needed in retirement, with no limits on how much you can contribute.
Where you need certainty and peace of mind when providing for future generations.
To find out more, view our Generation Life Tax Effective Equity Income Fund brochure or alternatively contact your financial adviser.