AIX: A special opportunity for SMSFs

Key Points If the deal goes to plan, pension mode SMSFs can earn 20% p.a. plus Major stumbling blocks have been cleared but some risks still remain Returns are highly contingent on timing and tax rate (note disclaimer) The background If you haven’t yet read Intelligent Investor Share Advisor’s article on the wind up of Australian Infrastructure Fund, called capital gains tax treatment won’t be available. This is more penal for individuals than SMSFs. An individual investor may start off with a 12% return, but this very quickly becomes 5% or less if the cash gets delayed or doesn’t...

If you haven’t yet read Intelligent Investor Share Advisor’s article on the wind up of Australian Infrastructure Fund, called capital gains tax treatment won’t be available. This is more penal for individuals than SMSFs.

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