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Everything from Plato Investment Management

Investors missing out on after-tax alpha

Members of superannuation funds should be comparing more than pre-tax fund performance and looking at total after-tax returns. Data from the Productivity Commission reveals there is a significant deficit in the after-tax management of superannuation member accounts[1]. Low-tax investors, such as retirees and some self-managed super funds, could earn more if they better considered their […]

23 Oct 2019

Investing for retirement just got harder: thankfully dividends are still coping with negative interest rates

From Plato Investment Management

Investors, and particularly Australia’s 3.8 million retirees, should review their income generating investment strategy in light of the RBA’s third rate cut decision, according to Australian funds manager Plato Investment Management (Plato). While beneficial to homeowners and people trying to buy a home, rate cuts also see Australian retirees receive less income from their floating […]

03 Oct 2019

Plato Income Maximiser announces $200m entitlement offer to meet demand for income

From Plato Investment Management

With official cash rates and bond yields plumbing to record lows, investors are increasingly looking for dividend payments as a replacement for their cash and fixed interest income. To help meet this increased demand, Plato Income Maximiser Limited (PL8 or the Company) today announced a $200 million entitlement offer. PL8 is the only Listed Investment Company (LIC) […]

16 Aug 2019

Beware of income investing trap

From Plato Investment Management

With official cash rates and bond yields plumbing all-time lows, investors of all types are increasingly looking for dividend payments as a replacement for regular income from term deposits and/or bonds. While a decade ago, term deposits were generally producing higher returns than dividend income, falling cash rates mean dividends are now much higher, notes […]

26 Jul 2019

Retirees should review their income strategy in light of second rate cut

From Plato Investment Management

Australia’s 3.8 million retirees should review their income generating investment strategy in light of the RBA’s second rate cut decision yesterday, according to Australian funds manager Plato Investment Management (Plato). While beneficial to homeowners and people trying to buy a home, rate cuts also see Australian retirees receive less income from their floating rate income […]

03 Jul 2019

Retirees should review their income strategy in light of rate cut

From Plato Investment Management

Australia’s 3.8 million retirees should review their income generating investment strategy in light of the RBA’s decision to lower interest rates by 25bp today, according to Australian funds manager Plato Investment Management (Plato). While beneficial to homeowners and people trying to buy a home, rate cuts also see Australian retirees receive less income from their […]

06 Jun 2019

Dividends, here and overseas, rose in first quarter

From Plato Investment Management

Dividends across developed markets rose strongly in the first quarter of this calendar year, according to research by Plato Investment Management. “Global dividends grew 19% to $A510 billion in the first quarter compared to Q1 2018,” said Dr Don Hamson, Managing Director of active income fund manager Plato Investment Management. “This was a slight acceleration on […]

18 Apr 2019

Investing in our future fund managers

From Plato Investment Management

Aspiring women in finance are set to benefit from a partnership between a leading income fund manager and The University of Technology Sydney (UTS). Plato Investment Management believes change is needed to address the under-representation of women in the sector. “Investment management is a global industry, and the diversity of our people, ideas and experiences […]

09 Apr 2019

Parliamentary Inquiry told ALP proposed franking tax credit rebate policy has many unintended consequences

From Plato Investment Management

While the intent of the Labor Party’s (ALP) proposed franking tax credit rebate policy is admirable, the execution is far from it, according to a presenter at this afternoon’s Parliamentary Inquiry by the Senate Standing Committee in Sydney. They were told it is regressive and its discriminatory, “like cracking a nut with a sledgehammer with […]

11 Feb 2019

Dividends to rise to record this year

From Plato Investment Management

While Australian share prices fell over the past year[1], many investors are unaware that that total dividends increased almost 8% in dollar terms from calendar 2017, according to Plato Investment Management. “While share prices were soft in 2018, the Plato Australian Shares Income Fund had a record year for income distributions,” said Dr Don Hamson, […]

25 Jan 2019