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Everything from Plato Investment Management

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

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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

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25 Jan 2019

Fund manager calls for an alternative to Labor’s franking policy

From Plato Investment Management

Leading income investment fund manager, Plato Investment Management Limited (Plato), has warned that the Australian Labor Party’s (ALP) proposed changes to Australia’s dividend imputation system may impact more superannuation funds

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10 Oct 2018

Dividend income investors urged to diversify

From Plato Investment Management

Leading income investment fund manager, Plato Investment Management Limited (Plato), has urged dividend income investors to diversify their sources of yield. Many income investors, including many retirees and self-managed super

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18 Sep 2018

Retirees cautioned to be aware of ‘fake income’

From Plato Investment Management

“While ‘fake news’ is now a common catch phrase, income investors also need to be aware of ‘fake income,” said Don Hamson, Managing Director of Plato Investment Management (Plato). Dr

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23 May 2018

Plato Income Maximiser IPO exceeds minimum milestone after first week

From Plato Investment Management

Plato Investment Management’s first listed investment company (LIC) – Plato Income Maximiser Limited (ASX: PL8) – exceeded its minimum target of $75 million after the first week of Offer period

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27 Mar 2017

Income-focused LIC IPO opens to investors

From Plato Investment Management

Plato Income Maximiser Limited (ASX: PL8), the first Listed Investment Company (LIC) managed by Plato Investment Management Limited (Plato) has officially launched last week. The initial public offering (IPO) offers

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13 Mar 2017

Plato expands research capability with senior hire

From Plato Investment Management

Plato Investment Management Limited (Plato), a boutique quantitative equities fund manager, has expanded its investment team with the appointment of Dr Jonathan Whiteoak as Senior Quantitative Analyst. Dr Whiteoak will

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11 Feb 2015

Plato engages Milliman to offer award-winning equity income strategy with risk management overlay

From Plato Investment Management

Managing Tail Risk to Reduce Sequencing and Longevity Risk Plato is working with Milliman to overcome the problems of sequencing and longevity risk by developing risk management strategies that will

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04 Apr 2014

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]