Product Ruling
PR 2021/3A2 - Addendum
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
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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 2021/3 to incorporate new scheme documents.
PR 2021/3 is amended as follows:
Omit all dot points; substitute:
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- application for a Product Ruling as constituted by documents and information received from Perpetual Investment Management Limited (PIML) on 2 March 2021, 11 October 2022 and 22 December 2023
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- Perpetual WealthFocus Investment Advantage Product Disclosure Statements dated 1 December 2020, 1 October 2022 and 18 December 2023
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- Perpetual WealthFocus Investment Advantage Features Books dated 1 December 2020, 1 October 2022 and 18 December 2023
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- Perpetual WealthFocus Investment Books dated 1 December 2020, 1 October 2022 and 18 December 2023, and
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- 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 both before and after its date of issue.
Commissioner of Taxation
6 March 2024
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References
ATO references:
NO 1-10OU1BCJ
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