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 Q1 2020, dividends form global equities fell -6.6% (v Q1 2019), the first fall in dividends for 3 years, as companies started responding to the Covid pandemic. However, Global developed market companies still paid out $A474bn in Q1, a +26.3% increase on the recent, traditionally lower paying, fourth quarter.

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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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Webinar: Income investing in the COVID-19 crisis

Dr Don Hamson and Dr Peter Gardner provide analysis on the impact of the COVID-19 pandemic on dividends.

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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.

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Franking credits explained

Dr. Don Hamson explains how franking credits can help Australian retirees maximise share market income.