Product Ruling

PR 2021/3A1

Income tax: taxation consequences of changing the portfolio structure, contributing to and partially redeeming an investment in a unit in the Perpetual WealthFocus Investment Advantage Fund - 2021

Addendum

This Addendum is a public ruling for the purposes of the Taxation Administration Act 1953. It amends Product Ruling PR 2021/3 to incorporate new scheme documents.

PR 2021/3 is amended as follows:

1. Paragraph 16

Omit all bullet points; substitute:

application for a Product Ruling as constituted by documents and information received from Perpetual Investment Management Limited (PIML) on 2 March 2021 and 11 October 2022
Perpetual WealthFocus Investment Advantage Product Disclosure Statements dated 1 December 2020 and 1 October 2022
Perpetual WealthFocus Investment Advantage Features Books dated 1 December 2020 and 1 October 2022
Perpetual WealthFocus Investment Books dated 1 December 2020 and 1 October 2022, and
Consolidated Constitution to the Perpetual WealthFocus Investment Advantage Fund dated 11 February 2021 and Amending Deeds dated 24 June 2021 and 8 December 2021.

This Addendum applies before and after its date of issue.

Commissioner of Taxation
30 November 2022

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You are free to copy, adapt, modify, transmit and distribute this material as you wish (but not in any way that suggests the ATO or the Commonwealth endorses you or any of your services or products).

References

ATO references:
NO 1-VLRJ5TL

ISSN: 2205-6114

Business Line:  PW


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You are free to copy, adapt, modify, transmit and distribute material on this website as you wish (but not in any way that suggests the ATO or the Commonwealth endorses you or any of your services or products).