Tag: strategies

Absolute Return strategies are investment strategies that endeavour to generate positive returns regardless of market conditions.  Conceptually absolute return strategies resonate well with investors as most investors view risk as the risk of losing capital.

This Wealth Pipeline specifically discusses objective based investing and strategies used to mitigate sequencing risk.

Depending on factors such as your current year taxable income, your future expected taxable income, expected investment returns, current and future tax rates, your risk profile, your view of legislation risk, government tax offsets and schemes available there may be strategies you can take advantage of. 

As shareholders are part owners of the companies in which they invest, tax paid by the company is considered to be tax paid by the shareholders themselves. This means that if the company has paid Australian tax on its profits at 30 percent (the company tax rate) before you receive your dividends, then effectively any dividends received from the company you have paid tax on them at 30 percent.