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Welcome to the double edition of Round-up covering investment strategies and updates for tax season 2006.
This edition focuses on the many ways investors can enhance their wealth through Self-Funding Instalments and Protected Equity Loans. Moghseen outlines the rules surrounding the prepayment of interest, Anthony details how investors can maximise tax deductions from shares and Peter illustrates one way that investors can deal with capital gains.
Finally, Sam addresses many frequently asked Self-Funding Instalment and PEL Plus questions and Westpac's senior economist Andrew Hanlan shares his insights on current global economic conditions.
We hope you enjoy this bumper edition. The next Round-up is due out July!
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Investor Insight
Why prepay expenses?
There are a number of circumstances where a prepaid expense may be immediately deductible. Find out more
A strategy to deal with capital gains
For investors with tax issues there may be no time like the present to consider equity exposure via the Westpac Protected Equity Loan Plus (PEL Plus). Find out more
Maximising Tax Deductions from Shares
Annually around June 30 investors who wish to build equity portfolios will look to do so in a tax effective way. The Westpac Protected Equity Loan Plus (PEL Plus) is a popular investment that may achieve both goals simultaneously. Find out more
Strategies for Self-Funding Instalments
There are a number of strategies that individuals and Trustees of SMSFs can use when investing in Westpac Self Funding Instalments. This article outlines five of the strategies. Find out more
A Closer Look at the Treatment of Prepaid Expenses
There are a number of circumstances where a prepaid expense may be immediately deductible. One of these circumstances is where the 12-month rule applies. Find out more
The benefits of Westpac's PEL Plus Interest Loan
Many investors see Westpac’s Interest Loan as an ideal funding option if they wish to enjoy the longer-term benefits of owning leading Australian Shares for a very minimal cash outlay. Find out more
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Westpac News and Views
PEL Plus Frequently Asked Questions
Find the answers to some of the most frequently asked questions relating to Westpac PEL Plus. Find out more
Self-Funding Instalment Frequently Asked Questions
Find the answers to some of the most frequently asked questions relating to Westpac Self-Funding Instalments. Find out more
Clarifying the Corporate Actions
This month we take a look at TOL's proposed takeover of PRK, and the capital returns by AMP and IAG and their effect on Westpac PEL Plus and Instalment holders. Find out more
Bluewater Investor Update
Check this space each month to find out how the Bluewater performance is tracking. Find out more
Market Round-up
Economic Update
World share markets are continuing to rally on rising confidence in global economic conditions. In this article we update our view on economic prospects, interest rates and currencies - and asses what that means for equity markets. Find out more
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Important Information
Westpac Institutional Bank is a division of Westpac Banking Corporation ABN 33 007 457 141, AFSL 233 714. This information has been prepared without taking account of your objectives, financial situation or needs. Because of this you should, before acting on this information, consider its appropriateness, having regard to your objectives, financial situation and needs. Westpac's Financial Services Guide ("FSG") can be obtained by calling 132 032. The information in this publication is current as at 18 May 2006. |
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