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.