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Tax Strategy and

Risk Management Framework


Rest believes that investing successfully requires an attention to the detail, as well as the overarching strategy, to deliver on Rest’s primary investment goal to grow member’s superannuation savings over the long term. In pursuit of that goal many important issues are carefully considered including tax matters.

Rest aims to ensure that plans are developed and implemented for effective and prudent management of the Fund’s taxation matters while meeting all legislative requirements. Our approach to taxation matters is implemented to improve after-tax investment outcomes for members through unambiguous legal means. Rest will avoid entering into arrangements that rely for their benefits on unintended outcomes in tax legislation.

This website is provided by Retail Employees Superannuation Pty Limited ABN 39 001 987 739, AFSL 24 0003, trustee of Retail Employees Superannuation Trust ABN 62 653 671 394, of which Rest Super, Rest Corporate, Rest Select, Rest Pension and Acumen are part. It contains general advice that has been prepared without taking account of your objectives, financial situation or needs. Before acting on the information or deciding whether to acquire or hold a product, consider its appropriateness and the relevant Product Disclosure Statement (PDS), which is available on this website.

Rest Advice is provided by Rest advisers as authorised representatives of Adviser Network Pty Limited AFS Licence 232729 ABN 25 056 310 699

Awards and ratings are only one factor to consider when deciding how to invest your super. Further information regarding these awards can be found at Rest.com.au/about-Rest/awards. Past performance is not an indicator of future performance. SuperRatings Pty Limited does not issue, sell, guarantee or underwrite this product. Go to www.superratings.com.au for details of its ratings criteria. For further information about the methodology used by Chant West, see www.chantwest.com.au