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Tue, 23 Apr


The Atrium, UQ Brisbane City

Lunch Invitation - It's the after tax returns that truly matter

This seminar is an invaluable opportunity for investors looking to optimise their investment strategies with a keen eye on after-tax returns.

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Lunch Invitation - It's the after tax returns that truly matter
Lunch Invitation - It's the after tax returns that truly matter

Time & Location

23 Apr 2024, 11:45 am – 1:15 pm AEST

The Atrium, UQ Brisbane City, 308 Queen St, Brisbane City QLD 4000, Australia

About the event

Hamilton12 is thrilled to extend an invitation to our upcoming seminar. Join Co-founder Richard McDougall as we delve into the critical aspects of after-tax investment returns and how they shape effective investment strategies.

Seminar Highlights:

  1. Evidence-Based Systematic Investing: Discover how a data-driven strategy can outperform the market and most intuition-based decisions in the long run.
  2. The Importance of After-Tax Investing: Learn about the significance of evaluating investments based on returns after taxes.
  3. Limitation of Index Funds: Understand why passive funds mirroring the S&P/ASX 200 or 300 might not be the best choice for every investor on an after-tax basis.
  4. Maximising Returns with Franking Credits: Explore the often-overlooked tax benefits of franking credits and how they can significantly impact returns for Australian resident investors.
  5. Introducing the Hamilton12 Australian Shares Income Fund: This strategic solution is designed to offer diversification and tax efficiency, aligning with the needs of sophisticated investors.

A light lunch will be served.

Speaker Bio: Richard McDougall - Hamilton12 | Managing Director

With over two decades of experience in financial markets, Richard has held pivotal advisory and executive positions in banking and investment firms, both domestically and internationally.

Before co-founding Hamilton12, Richard served as a Director at the Westpac Group. His valuable insights and extensive experience were crucial in guiding Private Bank clients to make well-informed investment decisions. Preceding his tenure at Westpac, Richard served as the Queensland State Manager for Morgan Stanley Wealth Management. He played a significant role in establishing the wealth management presence in Queensland following the global acquisition of Smith Barney from Citigroup. Before joining Morgan Stanley, Richard was a director at UBS Wealth Management, a prominent Swiss global financial services company.

In addition to his corporate roles, Richard serves on the Advisory Board of the UQ Institute for Molecular Bioscience.

Richard's educational background includes a Bachelor of Laws and Commerce from Bond University and a Master of Business Administration (Hons) from The University of Queensland.

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