Hedge Funds
Take care jumping into global stocks if Labor curbs franking
SMSFs need to be careful how, and when, they reallocate assets in response to the Opposition's proposal to limit franking credit refunds.
Alice UribeNovember 12, 2018
franking credits
Policy and Regulation
Franking-credit plan soaks more than rich, critics say
Ending tax refunds on franked dividends would hurt those who can least afford it, an alliance including the SMSF Association argues.
Andrew MainNovember 2, 2018
CMSF
Maximising tax efficiency
There have been a number of studies that look at the after-tax returns of investment managers and conclude that for individual taxable investors, most managers do not generate enough excess return to cover the tax bill caused by the resulting capital gains tax. Superannuation funds have a lower tax rate than individuals, but the tax […]
ParametricMarch 20, 2013
Hedge Funds
VicSuper, Australian Ethical Super move to after-tax benchmark
VicSuper and Australian Ethical Superannuation (AES) have both implemented a new FTSE after-tax benchmark for their Australian equity portfolios, which collectively amount to more than $2.4 billion of assets under management. The move signals a greater push among super funds to report after tax to investors, with a focus on the return after tax and […]
Amal AwadJanuary 29, 2013