After Tax Investing and Performance: The Results

Associate Professor Barry Burgan, Andrew McLachlan, Tina Yu and Andrew Nolan

Key figures of the financial services community gathered in Adelaide at Ayers House to hear a presentation from Andrew Nolan and Tina Yu of Warakirri Asset Management on the topic: After Tax Investing and Performance: The Results.

The luncheon was hosted jointly by the International Centre for Financial Services together with the Certified Financial Analyst Society of Melbourne.

With the changing regulatory framework, increasingly superannuation funds and Australian equities managers are considering after-tax issues.  Warakirri’s presentation focused not only on the issues associated with measuring after-tax returns but also how such measurement has changed investment manager behaviour.  The presenters also gave the audience important insights into the major drivers of after-tax performance.

Andrew Nolan is Head of Investor Solutions at Warakirri and a member of the senior management team. Andrews professional experience includes roles in equities research and equity capital markets.  Andrew holds the Chartered Financial Analyst designation and a Masters of Business Administration from McDonough School of Business, Georgetown University.  He has also completed a Bachelor of Commerce (Honours) and a Bachelor of Arts at the University of Melbourne.

Tina Yu has responsibilities in portfolio management and after-tax analytics at Warakirri.  Tina is a CFA Charter holder and has completed a Bachelor of Commerce/Science (Honours) degree at the University of Melbourne.

The University of Adelaide Business School has a strong relationship with the CFA.  The University is an accredited education partner of the CFA.  It is the only University in South Australia to be selected as a partner and is one of eight nationally.

Among the guests were John Nolan Managing Director of Warakirri Asset Management, Matt Walsh Head of Lifeplan, Executive Dean Faculty of the Professions Professor Christopher Findlay, Head of Business School Associate Professor Barry Burgan and Andrew McLachlan Director of the International Centre for Financial Services.

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