- Presentations, Technical Resource
- Investment standards
Technical Summit 2022
Listed Investment Companies have been assisting advisers and investors to grow their wealth for close to 100 years; since the listing of Whitefield (WHF) in 1923.
Since then other investment product structures, including Listed Investment Trusts (LITs) and ETFs have become available on ASX and it’s important to know that not all ASX available investment structures are the same.
For advisers seeking to help SMSF members and trustees grow their wealth, invest in value and generate long-term income, understanding structural differences is vital.
This session will look at the various investment structures available as it unpacks the features you need to understand from an SMSF perspective, including Net Tangible Asset (NTA) reporting, franked dividends and trust distributions and investing for the long term.
Listed Investment Companies (LICs), ETFs and more - Understanding the important differences between investment structures
The contents of this resource are taken to be correct at the time of publication.
Disclaimer: Technical Papers contain factual information only and are prepared without considering particular objectives, financial circumstances and needs. The information provided is not a substitute for legal, tax and financial product advice. The information contained in this document does not constitute advice given by the SMSF Association to you. If you rely on this information yourself or to provide advice to other persons, then you do so at your own risk. The SMSF Association is not licensed to provide financial product advice, legal advice or taxation advice. We recommend that you seek appropriate professional advice before relying upon the information in this technical paper. While the SMSF Association believes that the information provided is accurate, no warranty is given as to its accuracy and persons who rely on this information do so at their own risk. The information provided in this paper is not considered financial advice for the purposes of the Corporations Act 2001. © SMSF Association