This workshop is aimed at anyone who wants to understand how investment products and vehicles are taxed. This workshop will cover how investment income and gains are taxed in various structures, such as Collective Investment Schemes, Exchange Traded Funds, REITs, Endowments, Sinking Funds, Second Hand Policies, Retirement Funds, Tax-Free Savings Accounts, Retail Bonds, Wrap Funds as well as direct asset ownership.
We will also look at how the income and capital gains of these vehicles are taxed when received by various entities who own them, such as individuals, companies, PBOs and trusts.
We will look at the regulatory architecture and definitions of each of these vehicles with examples showing the effect of tax on investment returns.
The workshop is aimed at the following financial services role players, but not limited to:
- Financial advisors
- Investment advisors
- Broker consultants
- Legal advisors