After Tax Investing
JCP offers a range of enhancements for each of our investment strategies. For example, all of our strategies can be managed on an after-tax basis.
Our investment platform is well suited to efficiently managing tax within client portfolios. Not only can we increase after-tax investment returns, we can tailor client portfolios to their individual tax rates.
After-tax investing can be a source of extra returns to clients and is particularly important in lower return environments where efficient tax management can add a significant proportion of the returns to client portfolios.
Our investment process may include up to four techniques to deal with taxes:
- Forecasting franking credits and recognising their value based on a clients' tax rate
- Recognising CGT in portfolio returns in the optimisation process
- Managing holding period with respect to the 'less than 12 month rule'
- Participating in off-market buy backs
For further information on our product enhancements please contact us.