Transcription of Tax Implications of Fund Investing - Deloitte
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Tax Implications of Fund Investing - Deloitte
Tax Implications of fund investingThe idea of pooling resources and spreading risk using investment funds (or funds) is not a new idea. It has been used for a long time and the complexities associated with funds continue to grow. Similar to traditional investments, such as a direct investment in a marketable security, the economic cycles from the Great Depression, to the dot-com era, to the global financial crisis of 2008/2009 impact the success of these vehicles. However, many view access to investment through funds with qualified investment professionals as a valuable diversification tool in the management of their investment portfolio that helps to mitigate the impact of economic Essential Tax and Wealth Planning Guide | Tax Implications of fund investingIntroductionWhat is an investment fund ?
2017 Essential Tax and Wealth Planning uide Tax implications of fund investing 47 Introduction What is an investment fund? Types of investment funds and income tax characteristics • can use one or more alternative investment Marketable securities • Hedge funds strategies, including hedging against market
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