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MAXIMISING TAX EXEMPT STATUS

Mercer Australian Shares For Tax Exempt Investors - a fund designed specifically for investors who are tax exempt and can reclaim franking credits.

Endowments, foundations and retirees who are classified “tax exempt” by the ATO have a distinct advantage in maximising their after-tax total return, provided they are tax aware and have the flexibility to design and construct bespoke portfolios attuned to their tax status.

A tax exempt status does not mean you can ignore tax. Maximising your after tax returns requires careful management of portfolio positions, turnover and franking credits. 

Watch the video to learn more.

The Mercer Australian Shares Fund for Tax Exempt Investors was created to help this type of investor maximise their after-tax total return from Australian share investments. The fund invests in Australian shares via a multi-manager approach by selecting investment managers who utilise tax effective strategies. It has been successfully operating since 2013 and is helping a number of Australian endowment and foundation investors maximise their tax status.


The Mercer Australian Shares Fund for Tax Exempt Investors is one of the Mercer Multi-Manager Funds, a series of single sector and diversified unit trusts managed by Mercer Investments (Australia) Limited.

Fund Profile >  Download Fund PDS >

 

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