BT & Tyndall Financial Year Spotlight: Improving After Tax Returns Within Australian Equities


Information for advice professionals only.

Our Speaker: Michael Maughan, Portfolio Manager
Tyndall Australian Share Income Fund

As we enter the new financial year it represents an opportunity to stop and give pause to clients’ portfolio allocations. This is particularly relevant for investors with exposure to Australian Share strategies where the impact of franking credits can alter the after-tax return experienced by the end investor.

Depending on the client’s objectives and tax structure, funds tilted towards generating an enhanced after tax return may be a point of differentiation worth considering.

In this regard, we are pleased to invite you to hear from Michael Maughan, Portfolio Manager for the Tyndall Australian Share Income Fund. In this session Michael will discuss:

1.   Strategies Australian investors can use to generate both growth and tax effective income.

2.   Why equity income funds offer investors a more consistent yield than traditional asset classes.

Michael's outlook for Australian equities, including specific examples of stocks that Tyndall believe will outperform in 2023 and beyond.

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