Search results of Tag: tax effective

Ice Bucket Challenges and Socially Responsible Investing

Make a Difference
By now, you will have see the Ice Bucket Challenge and how this has swept the world in an effort to create both awareness and raise funds for Motor Neurone Disease (known as ALS in the US).

Since I was nominated this weekend, it seemed only appropriate that we pass on the pleasure to some of the managers in the industry, (they have had more than enough business from me over the years) and I thought I would throw in Chris Cuffe and Scott Pape, who I don’t know but can make a

Invest, tax effective, growth fund

FEA Plantations Project 2009

We last featured FEA in June 2008 as our provider of choice for investors looking to invest in the tax efficient forestry sector. Since then, FEA went on to win AAG’s MIS product of the year for their 2008 (option 1) project and remains our provider of choice in 2009.

Rebate Offer: 8% Rebate

Minimum Investment: $3,450

Disclosure:
Wealth Focus will rebate 100% of the 8% sales commission. Commission is paid by the manager and is NOT an additional charge to the investor

Invest, FEA, tax effective

Cromwell Riverpark Trust

(Limited Offer – 8.25% pa)

Cromwell Riverpark Trust

 

Rebate Offer: 2% Rebate (50% initial commission)

Minimum Investment: $10,000

Disclosure:
Wealth Focus will rebate 50% of the 4% sales commission. Wealth Focus does not receive a trailing commission for this product.

Documents & Links:
Application/PDS link
Cromwell Riverpark Trust Facts
Crowell Riverpark Trust webpage

Contact Wealth Focus on 1300 559 869 for more information.

cromwell riverpark trust, tax effective, cash alternative