MLC said the amendment would assist more Australians gain access to holistic financial advice in a submission to the Federal Senate inquiry into the Structure and Operation of the Superannuation Industry. The use of super fund would increase the number of people who could access holistic advice....
Taxfilenumberdeclaration-MLCAustralia 系统标签: taxdeclarationfiletfnmlcnumber 2DoyouauthoriseyourpayertogiveyourTFNtothetrusteeofyoursuperannuationfund?NoYesSurnameorfamilynameFirstgivennameOthergivennamesMrMrsMsMiss3YournameTitle:4IfyouhavechangedyournamesinceyoulastdealtwiththeATO,showyourpreviousfamilyname.5Your...
,thetransparencyto viewthesharesheldintheSMA,an attractivepriceandtaxeffectiveness. Thecustomer(ortrusteefor superannuation)isthebeneficialowner oftheunderlyingsecuritiesandthat meanstheyreceivethedividendsand frankingcreditsfromtheunderlying sharesofthemodelportfoliotheyselect. HowisanSMAdifferent toamanagedfund?