OUR INVESTMENTS

GLOBAL SHARES INCOME FUND

A high yield Global equity income fund managed specifically for pension phase superannuation and SMSFs.

 

 

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AUSTRALIAN SHARES INCOME FUND

A high yield Australian equity income fund managed specifically for pension phase superannuation and SMSFs.

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PLATO INCOME MAXIMISER LIMITED (ASX: PL8)

Plato Income Maximiser Limited (ASX:PL8) offers Australian investors the opportunity to invest in an actively managed, diversified portfolio of Australian shares with an income focus.

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Insights

Global Income Quarterly: During Q2 2020, 40% of dividend paying companies in global developed markets increased or initiated dividends compared to the same quarter last year. However, 13% decreased dividends and 29% cut to zero.

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Plato Investment Management is urging the big 4 banks to take heed of the Australian Prudential Regulation Authority’s suggestion to utilise underwritten dividend re-investment plans in order to continue paying dividends.

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Dr Peter Gardner: The benefits of managing portfolios on an after-tax basis.

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Pinnacle 2020 Virtual Summit: Dividends are dead. Long live dividends.

Watch Dr Don Hamson’s presentation at the Pinnacle 2020 Virtual Summit.

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Webinar: August 2020 reporting season dividend wrap

Dr Don Hamson and Dr Peter Gardner analyse the 2020 reporting season – the good, the bad and the ugly. Visit the News & Insights section to watch the full webinar.

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Building solutions to help retires meet their income needs

Dr Don Hamson outlines the Plato Investment philosophy at the 2019 Pinnacle Investment Summit. Visit our News & Insights video section to watch.

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Franking credits explained

Dr. Don Hamson explains how franking credits can help Australian retirees maximise share market income. Visit our News & Insights video section to watch.