Features and benefits of Clime’s investment products
|Managed to Particular Tax Outcome||No||Sometimes||No||Yes|
|Embedded Tax Liability||Often||Often||No||No|
|Capital Losses can be applied to:||Future gains within structure||Future gains within structure||Any current or future gains||Any current or future gains|
|Variety of Investment Options||Excellent||Good||Moderate||Moderate|
|Portfolio Construction||Manager's discretion||Manager's discretion||Model Portfolio||Manager's discretion|
|Management Fee Tax Deductibility||No||No||No||Yes|
To learn more about different investment structures, speak with your Private Wealth Adviser or contact Clime directly on 1300 788 568.