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Everest 12,8% Calculator
The Variables In The Calculator
This Income from Capital Comparison Calculator helps you evaluate two different investment options over a fixed 5-year period:
Unlisted Investment with Everest Wealth
• Earns 12.8% annual return
• Subject to a flat 20% dividend tax
• No advisor fees apply
• Includes a 10% bonus at the end of year 5, also taxed at 20%
Our target market for this product is particular. Our goal is not to show you that we can outperform listed shares. although in many cases we do.
The client who buy this product want a fixed return, a safe place for their capital and want to pay the least amount of tax possible. Not wanting to be exposed to the stock exchange very important. The caculator just shows the difference in tax and the difference in what the advisor fee makes. We also get a fee but it is paid from the product provider and not by you.
If you want to delve deeper into very specific calculations comparing your investment with our Unlisted Share product you have to get in contact with us. If you earn income from capital it is a good time to review your products.
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