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Who Should Invest


Types of Investors

Both Growth Equities Accumulation Limited and Growth Equities Imputation Limited have been structured differently to suit investors with different needs for growth and/or income returns and with respect to the tax treatment of both. Identify your investor category below to determine your fund preference:

Superannuation Funds
Self-managed superannuation funds (15% tax rate) are best suited to Growth Equities Imputation Limited. This investment company has been specifically created to suit this group of investors by endeavouring to distribute as many fully franked dividends as possible each year.
Click here for historical dividend payments
     
Individuals seeking growth returns
(Personal Shareholders)

Growth Equities Accumulation Limited has been specifically established to suit investors who pay 30% income tax or more (i.e. earn taxable income of more than $34,000 per annum). Investors receive any returns from an increasing share price with some dividends.

This investment company reinvests most of its profits to grow the value of its investors shares rather than distributing high levels of dividends. The payment of dividends to those who pay more than 30% tax will cause them to pay top-up-tax from the 30% franking level up to their highest marginal rate or tax.

This strategy harnesses the power of compounding returns after a low corporate tax rate rather than high personal rates.

     
Income Seekers
Those seeking tax effective (fully franked) income, regardless of their tax situation, are best suited to Growth Equities Imputation Limited.
     
Charitable Organisations

Charitable organisations (0% tax rate) are best suited to Growth Equities Imputation Limited. This investment company has been specifically created to suit this group of investors by endeavouring to distribute as many fully franked dividends as possible each year.
Click here for historical dividend payments

     
Companies
Corporate entities are suited to either Growth Equities Accumulation Limited or Growth Equities Imputation Limited depending on their preference for income or growth returns. There is no advantage/disadvantage with respect to their tax treatment for a corporate investor.

Seek Professional Tax Advice
The taxation principles outlined here are for indicative purposes only. Investors should consult their own professional tax advisers before investing into either Company.


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