Product Ruling
PR 2022/7A1 - Addendum
Bell Equity Lever - instalment receipts
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Please note that the PDF version is the authorised version of this ruling.View the consolidated version for this notice.
Addendum
This Addendum is a public ruling for the purposes of the Taxation Administration Act 1953. It amends Product Ruling PR 2022/7 to incorporate a new Product Disclosure Statement.
PR 2022/7 is amended as follows:
Omit the words 'dated 13 June 2019'.
(a) Omit the first dot point; substitute:
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- application for a Product Ruling as constituted by documents and information received on 9 June 2022, 30 June 2022 and 22 August 2023
(b) At the end of the second dot point, omit ', and'.
(c) After the second dot point, insert:
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- Bell Equity Lever Product Disclosure Statement (including a Short Form Product Disclosure Statement and Incorporation by Reference) dated 30 September 2022, and
(a) In subparagraph (a), after the words 'for a term of up to 10 years', insert new footnote 3:
3 Increased to a term of up to 25 years for Instalment Receipts issued under the PDS dated 30 September 2022.
(b) In subparagraph (j), after the words '10 years from the date of acquisition of the Instalment Receipt', insert new footnote 4:
4 Increased to 25 years from the date of acquisition of the Instalment Receipt for Instalment Receipts issued under the PDS dated 30 September 2022.
This Addendum applies before and after its date of issue.
Commissioner of Taxation
27 September 2023
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References
ATO references:
NO 1-Z2GMBHB