redpoint / Generation Life Tax Effective Australian Share Fund
Generation Life has been helping Australians with tax effective investment solutions for over 16 years. redpoint Investment Management has been appointed to manage their new tax effective investment strategy which is exclusively accessed through their LifeBuilder and ChildBuilder range of investment bonds.
Tax awareness is critical when maximising an investment’s return. But many investors are swayed by headline performance figures and overlook this fundamental component of strategy. Tax is often the biggest cost for investors but they feel very limited by the strategies available to reduce it. Over time, it becomes increasingly apparent that an investment’s tax cost makes a profoundly significant difference to the end returns the investor will enjoy. This is particularly true in Australia where rules for imputation credits and capital gains apply.
redpoint’s approach is to combine our diversified and disciplined stock selection insights with a deep understanding of the risk and tax implications of making any trade within the portfolio. Managing a portfolio operating exclusively within the unique investment bond tax regime allows us to make a more effective trade-off between stock selection, risk management and the tax implications of our trading and tax credits earned via dividends. By monitoring the portfolio down to individual tax lots we can have an information advantage over other approaches which only consider aggregate stock holdings without knowledge of their underlying cost.
The outcome is a well-diversified portfolio of Australian shares well suited to acting as a core Australian equity exposure.
Are you considering the impact of tax on your investment?
Tax awareness is critical when maximising an investment’s return. But many investors are swayed by headline performance figures and overlook this fundamental component of strategy. Tax is often the biggest cost for investors but they feel very limited by the strategies available to reduce it. Over time, it becomes increasingly apparent that an investment’s tax cost makes a profoundly significant difference to the end returns the investor will enjoy. This is particularly true in Australia where rules for imputation credits and capital gains apply.
redpoint’s approach is to combine our diversified and disciplined stock selection insights with a deep understanding of the risk and tax implications of making any trade within the portfolio. Managing a portfolio operating exclusively within the unique investment bond tax regime allows us to make a more effective trade-off between stock selection, risk management and the tax implications of our trading and tax credits earned via dividends. By monitoring the portfolio down to individual tax lots we can have an information advantage over other approaches which only consider aggregate stock holdings without knowledge of their underlying cost.
The outcome is a well-diversified portfolio of Australian shares well suited to acting as a core Australian equity exposure.
Are you considering the impact of tax on your investment?