This guide helps you understand the tax consequences of establishing a designated account in conjunction with a Collective Investment Account (CIA) as well as the ongoing tax treatment of income and gains.
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The information provided in this article is not intended to offer advice.
It is based on Quilter's interpretation of the relevant law and is correct at the date shown. While we believe this interpretation to be correct, we cannot guarantee it. Quilter cannot accept any responsibility for any action taken or refrained from being taken as a result of the information contained in this article.