Tax-Aware

Franking Credit Adjusted Benchmarks
A measure of Australian equities’ after-tax performance, which can help gauge the tax-effectiveness of tax-exempt investor and superannuation portfolios.
Franking Credit Adjusted Benchmarks
A measure of Australian equities’ after-tax performance, which can help gauge the tax-effectiveness of tax-exempt investor and superannuation portfolios.

Franking Credits: Why Adjusting for Tax Matters

5:13 Mar 06 2015
The aim of good manager selection is to construct an optimal style blend, noting that no one style is likely to perform well in all market conditions.
Super funds need to review their priorities as the window for tax-free change and restructuring is coming to an end, writes Raewyn Williams, Parametric Australia.
This blog series takes Swensen’s axiom on taxes and considers the ramifications for Australia’s institutional investors, as agents, in managing financial assets on behalf of their principals.
See how the index series allows investors to more precisely measure the performance of the Australian equity market by factoring in the impact of franking credits attached to dividends.
Listen to seasoned market experts to share insights on how franking credits play an important role in Australian equity portfolio.
An interview with Parametric’s Raewyn Williams, Director of Research & After-Tax Solutions to discuss why the S&P/ASX Franking Credit Adjusted Indices are a significant development for those looking to implement after-tax strategies.
Overlooking the value of franking credits can result in misleading performance comparisons.
It is increasingly evident that postretirement product design requires consideration of a more complex set of factors than exists in the accumulation phase.
Explore the return and risk impacts of a franking credit-aware yield tilt on a passive Australian equity portfolio.
For advocates of franking credits, there’s no better launch pad for investors wanting to make easy earnings on their Aussie stocks.
Hear Dr. Don Hamson from Plato Investment Management and S&P DJI’s Daphne van der Oord discuss the introduction of the S&P/ASX Franking Credit Adjusted Indices and what this means for pension investors and clients.
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