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Generation Life Tax Effective Equity Income Fund
The Generation Life Tax Effective Equity Income Fund is designed to provide investors with a regular income stream, generated from a portfolio of high yielding Australian shares.
The Fund seeks to generate a tax optimised return and provide a growing income stream by investing in a diversified portfolio of high-quality companies.
The Fund is a ‘tax paid’ investment where tax on the Fund’s earnings is paid by Generation Life, rather than you as an investor at your personal marginal tax rate. Over the long term we estimate the average tax paid by the fund will be less than 10% p.a.⁴
Retail Class
Wholesale Class D
Wholesale Class A (closed to new investors)
Benefits of Generation Life IncomeSeries
Tax-effective income stream
Regular quarterly payments that broadly correspond to the dividend yield of the S&P/ASX200.
Australian share exposure
Exposure to an actively managed high yielding portfolio of income orientated Australian shares.
Tax aware investing
Investment portfolio is managed to optimise tax-efficiency and improve after tax returns.
Investment expertise
Access to Martin Currie Australia’s⁵ investment expertise and Generation Life’s tax management expertise.
Access
Access to your funds at any time with no lock up periods.
Wealth transfer
Optional wealth transfer and estate planning options.
Minimal paperwork
Minimal ongoing tax reporting.
Who is the fund suitable for?
An alternative income source
If you are looking for a regular payment stream with exposure to a diversified portfolio of listed Australian shares.
High income earner
If you are on a higher marginal tax rate or looking to manage your marginal tax rate position.
Pre-retirement or transitioning to retirement
Where you don’t have access to superannuation and you need a tax effective regular income stream.
To fund regular expenses
If you need to fund regular expenses such as school fees.
In retirement
If an additional source of regular cashflow is needed in retirement, with no limits on how much you can contribute.
For certainty with distributing wealth and estate planning
Where you need certainty and peace of mind when providing for future generations.
Manage your investments
Simply manage your investment via Investor/Adviser Online or access the relevant forms available on this website.
Find out more
To find out more, view our Generation Life Tax Effective Equity Income Fund brochure or alternatively contact your financial adviser.