Research

Do franking credits lead to tax efficiency? See what our research uncovered.

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Aaron Minney, Head of Investment Research and Development

Rudi Minbatiwala, Senior Portfolio Manager, Australia Equities - Core

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1. What are franking credits and how can the average investor use them?
2. Why did you undertake this research in the first place?
3. There is a common misconception that franking credits are a form of a 'free lunch', what did your research find in terms of the value of franking credits?
4. Why should super funds consider the impact of franking credits when constructing their portfolios?
5. How do you assess if a fund manager is focussed on your franking credits?
6. What does it mean to be tax aware?
7. As a fund manager how do you utilise franking credits in your investment process

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Research

Do franking credits lead to tax efficiency? See what our research uncovered.