Tax Aware Investing (Webinar)

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

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.

Speaker Bios 

Dr Jason Hall - Hamilton12 | Chief Investment Officer 

Jason has been widely recognised for his work on imputation credits. His work on valuation has been relied upon by companies listed on the ASX and Australian state and federal government agencies.

Before co-founding Hamilton12, Jason was a Director of the consulting firm Cardinal Economics & Finance, a Director of Frontier Economics, a senior lecturer in finance at The University of Queensland Business School and an equity research analyst at Credit Suisse.

Jason is also a lecturer in finance at the Ross School of Business, University of Michigan and a CFA Society Detroit board member. He completed his PhD in Finance at The University of Queensland and is a CFA charter holder.

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 was a Director at the Westpac Group, the Queensland State Manager for Morgan Stanley Wealth Management, and a Director of UBS Wealth Management.

Richard is an Advisory Board Member of the UQ Institute for Molecular Bioscience, holds a Bachelor of Laws and Commerce from Bond University and a Master of Business Administration (Hons) from The University of Queensland.