What Dividend Imputation Means for Retirement Savers

Geoff Warren    Adam Butt, Gaurav Khemka, Geoff Warren
25 Aug 2018
Categories: Wealth Planning, Private Wealth Management, Regulatory changes, Equity Investments

Country or region: Australia

We examine what full access to dividend imputation credits means for Australian retirees in two ways. First, we show that availability of imputation credits can justify a significant home bias towards Australian equities in retirement portfolios, largely at the expense of world equities. Second, we estimate the value of imputation ......

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