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Tax Aware Investing

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4 rules for measuring after-tax investing success

Raewyn Williams
29 June 2017

Is the tax payable on your investment earnings eroding returns unnecessarily? Changes to the way fund managers invest so that tax-effects are part of the investment decision can make a meaningful difference.

Finding beneficial tax alternatives to super

Alan Hartstein
1 September 2016
2

If contribution caps and lifetime limits on superannuation are getting in the way of long-term savings goals, there are other tax-effective alternatives available, especially investment bonds for higher income earners.

Value of tax-aware investment management

Harry Chemay
1 May 2015
7

The investment performance of super funds and other investment managers has historically been measured against pre-tax indices. Once tax is taken into account, the return on investments is quite different.

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