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Thu, 21 Mar


Virtual / Online

The Importance of Focusing on After-Tax Investment Returns

Investment management insights and strategies, focusing on evidence-based investing, after-tax returns.

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The Importance of Focusing on After-Tax Investment Returns
The Importance of Focusing on After-Tax Investment Returns

Time & Location

21 Mar 2024, 11:00 am – 12:00 pm

Virtual / Online

About the event

This online seminar will cover several key topics for investors, aiming to provide insights and strategies for effective investment management.

Seminar Agenda:

1. The Power of Evidence-Based Systematic Investing: Discover how data-driven strategies outperform intuition-based decisions in the long run, setting a solid foundation for your investment portfolio.

2. The Importance of After-Tax Investing: Learn about the significance of evaluating investments based on returns after taxes and methods to optimize investment choices for tax efficiency.

3. Beyond 'Passive': The Hidden Limitations of Index Funds: Understand why passive funds mirroring the S&P/ASX 200 or 300 might not be the best choice for every investor.

4. Maximizing 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: Look at our strategic solution designed to offer diversification and tax efficiency, aligning with the needs of sophisticated investors.

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 contributes as an Advisory Board Member 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.

RSVP: 20 March, 2024

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