The new financial year presents an opportunity to reassess and adjust clients’ portfolio allocations. This is particularly relevant for investors with exposure to Australian share strategies, where the impact of franking credits can significantly affect the after-tax return for investors.
During his ‘Meet the Manager’ webinar presented at this year’s Morningstar Investment Conference Australia, Michael Maughan (Portfolio Manager & Senior Analyst) discusses the strategies Australian investors can use to achieve both growth and tax-effective income. He explains why equity income funds provide investors with a more consistent yield than traditional asset classes and share his outlook for Australian equities.
