The next best thing
Article Abstract:
Australian funds manager, Next Financial, has developed a fund structured for managed funds investors to overcome current potential tax imposts. The trust is organized so each investor's tax structure mimics the situation that would exist if they held the same portfolio of shares directly. The minimum investment is A$50,000, invested in the top 50 Australian companies, and clients must now decide if the fund will deliver quality performance.
Publication Name: The Bulletin with Newsweek
Subject: News, opinion and commentary
ISSN: 1440-7485
Year: 1999
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The opposite tax
Article Abstract:
A new trend in American managed funds that is tentatively being adopted by Australian investors is the declaration of returns on both a pre-tax and an after-tax basis. Research conducted by van Eyck Research shows that funds that focus on tax savings are less to offer than investors assume.
Publication Name: The Bulletin with Newsweek
Subject: News, opinion and commentary
ISSN: 1440-7485
Year: 2001
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On the margins no more
Article Abstract:
This article focuses on the rise of margin or investment lending as a mainstream investment strategy in Australia. The benefits of tax deductions and Internet investing are outlined, as well as the potential drawbacks of investing in stocks with borrowed funds.
Publication Name: The Bulletin with Newsweek
Subject: News, opinion and commentary
ISSN: 1440-7485
Year: 1999
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