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Shares and Managed Funds

Buying shares and managed funds requires good planning in order to form part of your financial goals. Wrights Financial Planning are licenced to help you select and purchase these financial products.

Shares are liquid investments and there are over 1700 companies listed on the Australian Stock exchange. Shares are a useful investment and tax planning vehicle with many shares paying dividends that carry with it a tax credit known as an imputation credit, which is used to offset the tax payable on those dividends.

Managed Funds allow investors to pool their capital with an investment manager. Investment managers have extensive research facilities and experience and with the increased buying power of the pooled funds can invest in opportunities not usually available to a single investor. Managed Funds can provide a combination of income, realised capital gains and potential capital growth.

Talk to us if you are considering investing in this sector of the market.

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