Have a look at the charts and tables we ve provided here, giving information on these managed investments. Talk these options through with your adviser, together with your special circumstances, preferences and needs. Together you can come up with best strategy to make your money grow. Comparison of Types of Managed Investments. Before 10 years, growth is taxable, however a tax rebate applies.
Advantages Highly tax efficient investment strategy for retirement.
On retirement can be converted to provide tax efficient income stream. Tax efficient for high income earners who wish to invest outside superannuation and geared investments. Disadvantages Generally, access restricted until retirement after, at least 55 years of age. Other investment vehicles more suitable for reitirement savings, gearing strategies and lower income earners. No tax advantages offered by unit trust structure.