Smart income solutions
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Opportunities to enhance income with BetaShares
Yields from cash and term deposits remain at historic lows, presenting a significant challenge to Australian investors seeking income.
The good news is there are still investment options that allow you to generate income from your portfolio. BetaShares’ range of ASX-traded income solutions provides opportunities to enhance income streams across asset classes and strategies – including cash, bonds, hybrids and shares.
BetaShares income solutions are a simple and cost-effective way to position your portfolio for your income goals.
Diversify your income streams across asset classes
Access income opportunities from cash, bonds, hybrids, Australian shares, and international shares.
Monthly income combined with a high level of capital security.
Monthly distributions from diversified portfolios of Australian bonds.
Exposure to a diversified portfolio of hybrid securities, providing tax-efficient income.
Regular, equity-income distributions from portfolios of Australian companies.
Access portfolios of international shares, paying regular distributions.
Generate income from International Shares
Look beyond Australia’s borders for income opportunities, with our range of international share funds providing quarterly income.
All our international funds are Australian-domiciled, which means there is no additional paperwork or administration when you invest – no US W8-BEN forms to fill out, and no risk of US estate tax implications.
Income Leaders ETF
ASX Code: INCM
Exposure to a portfolio of 100 global companies across developed markets (ex-Australia), providing quarterly income.
BetaShares S&P 500 Yield Maximiser
Fund (managed fund)
ASX Code: UMAX
Exposure to a high-yield portfolio of large-cap U.S. shares providing quarterly income.
Generate income from Australian shares
Explore our wide range of Australian share funds, focused on delivering regular and attractive income.
BetaShares Australian Dividend Harvester Fund (managed fund)
ASX Code: HVST
Exposure to a portfolio of large-cap Australian shares along with regular franked distributions, paid monthly.
BetaShares Australian Top 20 Yield Maximiser Fund (managed fund)
ASX Code: YMAX
Exposure to a high-yield portfolio of 20 blue-chip Australian shares providing quarterly income.
BetaShares Legg Mason Equity Income Fund (managed fund)
ASX Code: EINC
Exposure to high-quality Australian companies providing quarterly income.
Generate income from Hybrids
Due to their attractive income levels, franking credits and higher levels of capital stability compared to shares, hybrid securities have been popular with Australian investors.
While hybrids offer a number of benefits, many investors may not appreciate that they come with risks and complexity. The diversified exposure offered by BetaShares’ professionally and actively-managed HBRD fund aims to reduce the risk of directly holding individual hybrids.
BetaShares Active Australian Hybrids Fund (managed fund)
ASX Code: HBRD
Exposure to a diversified portfolio of hybrid securities providing tax-efficient monthly income.
Generate income from fixed income funds
Fixed income has long been acknowledged as a core building block of a balanced portfolio, providing defensive characteristics and diversification benefits to investors. With generally lower risk than shares, fixed income is a natural complement to a share portfolio.
BetaShares’ comprehensive fixed income fund suite provides exposure to Australian government bonds, Australian investment grade corporate bonds, Australian bank senior floating rate bonds, or actively managed Australian fixed income securities.
BetaShares Australian Government Bond ETF
ASX Code: AGVT
Aims to provide diversification benefits, defensive qualities and regular monthly income via exposure to a portfolio of predominantly Australian government bonds.
BetaShares Legg Mason Australian Bond Fund (managed fund)
ASX Code: BNDS
Exposure to an actively-managed, diversified portfolio of high-quality Australian fixed income securities providing monthly income.
BetaShares Australian Investment Grade Corporate Bond ETF
Exposure to a portfolio of investment grade fixed-rate Australian corporate bonds providing monthly income.
BetaShares Australian Bank Senior Floating Rate Bond ETF
Exposure to a portfolio of Australian bank senior floating rate bonds providing monthly income.
Generate income from cash
Finding attractive returns on cash deposits has become increasingly difficult, with many investors looking for better ways to invest their cash.
While term deposits have traditionally been a way for investors to benefit from better interest rates than those available from ‘at call’ bank accounts, it usually means locking cash away. Accessing cash from term deposits before the end of the term can be costly.
BetaShares’ Australian High Interest Cash ETF (ASX: AAA) provides investors with the benefits of an investment that is accessible daily via a trade on the ASX, as well as regular income, paid monthly.
BetaShares Australian High Interest Cash ETF
ASX Code: AAA
Exposure to Australian cash providing monthly income.
What is an ETF?
An ETF or Exchange Traded Fund is an investment fund that typically aims to track an asset class or a basket of assets. ETFs are cost-effective, flexible, and simple to use.
- Investing in ETFs
Investing in ETFs is simple, as they trade on the ASX like shares. You can invest in ETFs the way you would normally buy shares, for example through an online brokerage platform, or by speaking to a financial adviser.
- Can I use ETFs in a self-managed super fund (SMSF)?
The popularity of ETFs as an investment vehicle can, in part, be attributed to the way SMSFs have embraced ETFs over the past few years. SMSFs are increasingly using ETFs to achieve their financial goals.
Watch now: An introduction to ETFs and how to use them in a portfolioPlay Video 2:12
Using ETFs for income
Do ETFs pay distributions?
ETFs are vehicles for gaining exposure to underlying assets and securities, and provide distributions based on those assets or securities.
- Depending on the ETF, distributions are paid on a monthly, quarterly, half-yearly or annual basis.
- Depending on the investment strategy, the distribution could be made up of dividends, interest, and/or capital gains realised by the ETF.
ETFs and franking credits
- When Australian resident companies distribute after-tax profits in the form of franked dividends, franking credits are attached to those dividends.
- ETFs that invest in shares are eligible to receive their portion of dividends paid during the distribution period. This includes franking credits, as applicable, in the case of Australian shares ETFs.
- Dividends and franking credits associated with the underlying assets are normally passed on to investors.
- Distributions paid by the ETF will be assessable for tax in the hands of the investor.
BetaShares is a leading Australian manager of ETFs and other Funds traded on the Australian Securities Exchange (ASX). Our aim is to provide intelligent investment solutions, to help investors meet their financial objectives.
Our range of Funds is one of the largest and most diverse available in the market. We offer investors simple, cost-effective access to equities, cash, currencies, commodities and alternative strategies.