ASX Report: Australian Shares Outperform Property

 

Aussie expat investing in AustraliaIn the 2014 Long Term Investing Report commissioned by the Australian Stock Exchange (ASX) and Russell Investments it was confirmed that Australian shares remained the strongest performing asset over the ten year period, producing 9.2% p.a. on a before tax, after fees basis. As a comparison Australian residential investment properties returned 6.1% p.a.

The main findings of the report were:

  • Australians shares outperformed hedged and unhedged overseas shares in seven of the past 10 years.
  • The stronger equity markets of 2013 have boosted 10 year returns for domestic and global equities and domestic and global listed property.
  • The impact of tax continues to be lower for Australian shares and Australian residential investment property relative to global assets and defensive assets due to dividend imputation and the tax deductibility of expenses respectively.
  • Australia has experienced less extreme share market fluctuations in the lead up to and recovery from the global financial crisis – compared to our counterparts in the Northern Hemisphere.

To read this report please click on the image below.

2014 Shares Outperform Property

 

If you’re an Australian expat and would like to know more about investing in the Australian share market, including the specific benefits that a Aussie expat can receive, please click here.