Flagship for Diversification and performance Listed over 2 decades ago Flagship Investments Limited LIC (ASX:FSI) keeps on keeping on – generating wealth for its shareholders. In the June 2021 Quarter Review from Hayden Nicholson, LIC researcher for Bell Potter Limited, FSI was noted as having the highest Large Cap Australian Equity returns over 3 and […]
Almost every sharemarket investor loves LICs. What’s not to like about a low-cost way to get allocation to the market through a quality manager….and be able to do some income planning along the way! LICs are world-renowned for their ability to be able to pay a dividend each year. As long as they are solvent […]
Foreword In Australia, 46% of adults own shares and other listed securities on the Australian Securities Exchange (ASX) according to the 2020 Australian Investor Study. In the wake of COVID-19 and its worldwide effects on humanity as a whole, the Australian share market was not spared its own trials and tribulations as a result of […]
An age-old question since the imputation credit system came into being in the 1980s in Australia – “Are franked or unfranked dividends better?”. This is an all too common question received by accountants, tax specialists and financial advisers alike during elections, as well as annually during tax time. A popular topic with politicians and investors, […]
Investors adore them and politicians argue over during election time – franking credits have been a mainstay of the Australian taxation system since 1987. Yet, there continues to be an air of confusion surrounding the treatment of franking credits received from franked dividends, and the impact on an individual’s personal income. Dividend imputation was introduced […]
In Australia, 46% of adults own investments listed on the Australian Securities Exchange (ASX), either directly or through a Self-Managed Super Fund (SMSFs). That figure equates to 9 million adults who possess investments outside of their home and superannuation funds. With more and more investors focusing on the sustainability of dividends as a result of […]
During the month we read with interest the NTA Report* which is produced by Bell Potter’s LIC/ LIT researcher Hayden Nicholson. Flagship Investments Limited (Flagship) is identified as a strong performer as per Table 1 noting LICs that invest in Large and Medium Australian companies, with Flagship’s comparative NTA and Share Price performance well above […]