Research Library

Tax and Costs

PDF Topic and Description
 

The Attraction of Tax-Managed Index Funds
This article analyses the gross and net returns of the past 25 years to demonstrate how much investors typically have lost to taxes and to fees. The author, James Garland, president of the Jeffery Company, argues that the biggest costs to investors are taxes and that a tax-managed index fund is particularly effective at reducing taxes and thereby improving net returns.
 
Investment Returns*
Warren E. Buffett's cautionary message on how costs reduce investment returns
 
Tax Efficient Investment
This paper aims to provide a fast-track guide to the current state of tax-aware investment research...
 
After-Tax Investing
Section 2b examines Australian equity managed funds including after-tax returns to investors...

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