Tax implications of investing in managed funds through a trust

RetireSooner · 14-10-2005, 07:14 PM

If you invest in managed funds through a trust do you lose the benefit of any input credits?

Sim · 14-10-2005, 11:07 PM

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.

RetireSooner · 18-10-2005, 09:54 PM

Thanks Sim. I wasn't too sure of what the proper term was but you have cleared the muddy waters for me somewhat.

Sim · 18-10-2005, 11:26 PM

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.