Tax-Effective Investments
Investments designed to provide certain tax benefits to investors.
Tax Deductible Investment Costs
Tax effective investments provide investors with the ability to reduce their taxable income via the deductibility of the costs associated with an investment
Limited Recourse Borrowing
Anadaraa’s tax-effective investments are offered via a principal protected, limited recourse loan.
Key Features
Anadara’s tax-effective investments feature the following key elements for each offer:
Investment Loan Comparison
Anadara’s limited recourse loans offer several benefits over other types of investment loans.
^Various lenders offer a range of LVRs – these examples were the highest Australian LVRs available on 1 May 2025
*Most margin loans limit the scope to large capitalisation companies
Current Offers
Anadara Advantage Series 1
The Anadara Advantage Series 1 Units is a tax-effective investment offering 100% leveraged exposure to the positive performance of three stocks, Microsoft, Nvidia, and Tesla over 12 months and is currency hedged, with the opportunity to receive income if the underlying stocks perform positively over the investment term.
Important Information
Investors must read the Master PDS, any relevant Term Sheet PDS, and Target Market Determination, or the Master IM and any relevant Term Sheet IM for any Wholesale only offer, before deciding whether or not to invest in an Anadara tax-effective investment. Past performance of investments or similar products is not indicative of future performance for any of the products discussed in this document and we strongly suggest that you consult a Financial Advisor before deciding to invest in this product
Anadara has made every effort to ensure that the information in this document is accurate. However, its accuracy, reliability or completeness cannot be assured. To the maximum extent permitted by law, we and our associates, respective officers, employees and agents, do not accept any liability for any error or omission or for any loss or damage suffered because of others acting on the information contained in this document. Copyright in this document is owned by us and its contents may not be copied or reproduced without our prior written consent.
This webpage has been published in good faith based on the facts known to us at the time of preparation and where information constitutes advice, it has been prepared without considering any investor’s objectives, financial situation or needs. It does not purport to contain all relevant information with respect to any investment.
