October has come with a multi-billion dollar windfall for retirees

Dr Peter Gardner looks at the recently-completed off-market buybacks by Commonwealth Bank and Woolworths, and specifically their tax implications for income investors.

 

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We are specialists in building solutions for retirees and other low-tax investors seeking to generate higher levels of income. Our strategies encompass global and Australian equities.

 

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With the aim of encouraging more women to join the financial services industry, Plato sponsors three scholarships each year for women studying finance.

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Plato Australian Shares Income Fund

The Plato Australian Shares Income Fund is a long-only equity income fund managed specifically for zero tax investors who can utilise franking credits.

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Plato Income Maximiser (ASX:PL8)

Plato Income Maximiser is the first and only Australian Listed Investment Company (accessible on the ASX) aiming to pay monthly dividends. A diversified portfolio of Australian shares is actively managed with the taxation perspectives or retirees front of mind.

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Plato Global Shares Income Fund

The Plato Global Shares Income Fund is a long-only equity income fund that aims to provide an annual yield exceeding that of the MSCI World ex Australia, Net Returns Unhedged Index after fees.

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Retirement investing and income specialists

Plato Investment Management is an Australian-owned boutique fund manager. Our investment strategies are tailored to maximise income for pension phase investors and SMSFs.

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