The T. Bailey Fund Managers Limited are not obliged to examine your account. An application without the required documentation may result in a delay in processing. The T. Bailey Fund Managers Limited reserves the right to refuse to pay you any investment fees. Any information supplied will be used solely and only in connection with this Fund. Please note that this fund is an Investment Fund within the meaning of the Securities and Futures Codes. In accordance with Regulation N.S.3(a) and (c), only those persons who are authorized in terms of the Investment Fund Regulations will be permitted to participate in an Investment Fund in New Zealand. Please note: Your application will be returned to you if you make any change to the information supplied. The T. Bailey Fund Managers Limited assumes no responsibility for any loss or damage that may occur as a result of any disclosure of information. Your rights and obligations with regard to the advice provided may also differ depending on the level of investment professional you select, whether you are accessing investment advice online. Please note that the Information is given purely for general information purposes with no liability to be assumed and the risk of loss is not borne by the T. Bailey Fund Managers Limited.
Invest
No Tax If you invested 10,000 or more in a registered New Zealand investment fund in 2011 or 2012, you could receive up to 150,000 tax-free. Achieving this tax-free income could be as easy as following these steps: Open an account — Invest for less than 100 million. Register with an Investment Advisor — Ensure that the advisor has a New Zealand address and your tax account number and the advisor signs a statutory declaration that provides your name, address and address of any company you hold and provides your tax account number.
It is estimated that the Australian Taxation Office (ATO) will reach around 3 million from this program, but only if an applicant's income is below 100 million. Once they start, it is believed that their investment returns may start outpacing what is tax-free.
A list of the Australian Taxation Office (ATO) website details can be found here.
The T. Bailey Fund Managers Limited reserves the right to decline applications without refund. In our view a fund that offers a free investment and has no risk should offer less than one full year of free investment. The T.
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ISA Investments and ISA Transfers Application Form FOR 2011/2012 Before completing your application form, you must read the Simplified Prospectus which contains important information about your investment.
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