DFC Matrix (Inv Acct)
Notes:
This is a prelim of how we plan on structuring our taxable account portfolio based on the Budget Tax Reform effective JUL28. Assuming the tax reform becomes effective, we have upto 2 years to set up our DFC portfolio.
Target Portfolio: 300K and Target Cash Sav: 83.9K
Currently, our Prelim includes CP. CP will be replaced by APP and include TAPP after JUL26.
We’ll provide Template by JUL26 once we reflect APP and TAPP.
