Class I Share Price $10.04 (as of February 3, 2012)
Overview
Investors in Golden Opportunities Fund are entitled to receive generous tax savings by way of tax credits and tax deductions due to RRSP eligibility. Investors are entitled to receive a 15% Federal tax credit and a 20% Provincial tax credit for a total 35% tax credit on investment amounts up to $5,000 per taxation year.
Your Cost on a $5,000 Investment Could be as Little as $1,050*
Golden Opportunities Fund is a unique investment providing significant tax savings by way of tax credits and RRSP tax deductions. Investors receive 35% in tax credits on their investment while ensuring their funds remain at work in Saskatchewan building our province's top companies.
*Assuming a marginal tax bracket of 44%, a minimum taxable income of $128,801 and a maximum $5,000 RRSP investment.
| Sample Taxable Income | Marginal Tax Rate | 35% Tax Credit1 | RRSP Tax Savings2 | Total Tax Savings & Credits | Your Net Cost |
|---|---|---|---|---|---|
|
BASED ON A $3,500 INVESTMENT - Click Here To Calculate Your Exact Tax Savings
|
|||||
| $ 25,000 | 26% | $ 1,225 | $ 910 | $ 2,135 | $ 1,365 |
| $ 45,000 | 35% | $ 1,225 | $ 1,225 | $ 2,450 | $ 1,050 |
| $ 85,000 | 39% | $ 1,225 | $ 1,365 | $ 2,590 | $ 910 |
|
BASED ON A $5,000 INVESTMENT - Click Here To Calculate Your Exact Tax Savings
|
|||||
| $ 25,000 | 26% | $ 1,750 | $ 1,300 | $ 3,050 | $ 1,950 |
| $ 45,000 | 35% | $ 1,750 | $ 1,750 | $ 3,500 | $ 1,500 |
| $ 85,000 | 39% | $ 1,750 | $ 1,950 | $ 3,700 | $ 1,300 |
Investments of $3,500 and $5,000 are used for examples only. Investors may invest up to $5,000 annually for maximum tax credits.
- Tax credits equal to 35% of the amount of your investment are available whether or not you hold your investments in an RRSP.
- Estimated tax reduction from a contribution to an RRSP for individuals with different levels of taxable income, as shown. RRSP tax savings are not unique to this investment.
Sold by prospectus only. Commissions, trailing commissions, management fees and expenses all may be associated with an investment in the Golden Opportunities Fund, a Retail Venure Capital Fund (RVC). RVC shares are speculative in nature and may not be suitable for all investors. RVCs are not guaranteed, their values change frequently and past performance may not be repeated. Tax credits are available to eligible investors provided that the shares are held for at least eight years from the date of purchase. Redemption restrictions may apply. RVCs are outlined in the Prosepctus, which you should read before investing. To obtain a free copy, please contact National Bank Financial Ltd., a Member of the Canadian Investor Protection Fund, the Fund's Principal Distributor, at info.nbfinancial.com, or your Financial Advisor.
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