Meet the Manager: Tax effective investing

featuring Don Hamson | Plato Investment Management| 11 March 2013

More and more investors are implementing their own strategies via self-managed superannuation funds, direct equities, separately managed accounts and, more recently, low cost ETFs, with taxation being one of major the motivation. Traditional managed funds, which commingle different tax rate investors together, may become dinosaurs unless managers develop funds (including high yield funds) specifically tailored to a single tax class.