Personal Wealth Management / Market Volatility
These Franking Credit Risks May Surprise You
Franking Credits & Your Portfolio: 5 Things to Know
Diversification can be key to successful investingโcould an over-reliance on franking credits be holding you back? Though they may help minimise taxes, there are many nuances to this investment that are important to understand. Get help weighing the pros and cons of franking credits and franked dividends, and see if they have a place in your investment strategy, with this guide for wholesale investors.
Get My Guide5 Franking Credit Risks
Take a deep dive into franking credits and the reasons why they may not be the best route to a comfortable retirement. Uncover the pitfalls, such as:
- Investing with a home-country bias
- Relying on dividends that aren’t always guaranteed
- Experiencing security concentration risks
Our goal in sharing these franking credits insights is to provide you with ways to achieve more in your retirement. It is also an opportunity to showcase how we think about money management. Fisher Investments Australia and its subsidiaries use a proprietary investment approach based on empirical data and careful analysis—even when it seems to go against conventional wisdom. For wholesale investors with $750,000 or more in investable assets, we offer complimentary portfolio evaluations. Of course, there is no obligation for these services.