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Shares for Income

Aims to provide an attractive level of income, paid in regular monthly instalments. Generates income by investing in a diversified portfolio of high-quality, financially-sound, dividend-paying Australian listed companies.


A diversified portfolio of companies listed (or soon to be listed) on the ASX, which have sustainable operations and, collectively, offer a superior dividend yield (when taking into account franking credits) to the overall market. The Trust may generate additional income by writing call options over portfolio holdings.


The Trust aims to provide investors with an attractive level of tax effective income, paid via monthly distributions. The portfolio aims to provide a dividend yield, adjusted for applicable franking credits and before fees, above that provided by the S&P/ASX 300 Accumulation Index.

Investor Profile

Investors with an investment horizon of five or more years, who are seeking regular tax effective income through the provision of monthly distributions.

Unit Price (Entry)

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Risk/Return profile


Returns achieved mainly through


Minimum investment


Income distribution


Min. recommended investment period

5 years

Minimum added investment


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