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On 8 April 2015 the ATO released the following product ruling:

  • PR 2015/4: Income tax: tax consequences of changing the portfolio structure, contributing to and partially redeeming an investment in a unit in the Perpetual WealthFocus Investment Advantage Fund.

The ATO also released an addendum to the following product ruling:

  • PR 2013/16: Income tax: deductibility of interest in relation to investment in units in the Macquarie Flexi 100 Trust issued on or before 30 June 2016.


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