Even as a small fry in the equities area I am already starting to readjust my portfolio to companies that do some of the above in preparation for the inevitable labor victory next federal election.
The upside is that it could interest international fundies who don't get the benefit of the franking credits so higher payouts would benefit them.
It will be interesting to see how it plays out even though it will be at my expense after having paid taxes for 40 years+ as a PAYE earner.
