Product Ruling

PR 2024/13A1 - Addendum

Friends Provident International - Global Portfolio - Collective Investments

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Addendum

This Addendum is a public ruling for the purposes of the Taxation Administration Act 1953. It amends Product Ruling PR 2024/13 to incorporate the Global Portfolio – Personalised Assets policy.

PR 2024/13 is amended as follows:

1. Paragraph 1

(a) After '(Policy)', insert new footnote A1:

^A1 All references to 'Global Portfolio – Collective Investments' or 'Policy' in this Ruling are a reference to both or either of Global Portfolio – Collective Investments or Global Portfolio – Personalised Assets.

(b) After '(Policy Conditions).', insert new footnote A2:

^A2 All references to 'Policy Conditions' in this Ruling are a reference to both or either of the Friends Provident International Global Portfolio – Collective Investments Policy Conditions or the Friends Provident International Global Portfolio – Personalised Assets Policy Conditions.

2. Paragraph 11

Omit all dot points; substitute:

•

application for a product ruling as constituted by documents and information received on 17 April 2024, 23 April 2026 and 24 April 2026

•

Friends Provident International Global Portfolio – Collective Investments Policy Conditions received on 17 April 2024, and

•

Friends Provident International Global Portfolio – Personalised Assets Policy Conditions received on 23 April 2026.

This Addendum applies from 1 July 2024 to 30 June 2027.

Commissioner of Taxation
17 June 2026

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References

ATO references:
NO 1-1BEDSW1J

Business Line:  PW