Announcement: FREE Aussie Investor’s US Market Checklist
Claim Your Free Checklist for Building Wealth Through the US Market
We’ve just released our first free subscriber resource: The Aussie Investor’s US Market Checklist — a concise, printable guide covering the three areas where Aussie investors in US markets most commonly lose money before they’ve even made a trade.
It’s free — simply subscribe to claim it.
What’s inside
The checklist is structured across four actionable sections:
- Setup — broker selection, W-8BEN submission, and currency conversion discipline before your first trade
- Currency — how to identify FX drag, assess hedged vs. unhedged ETFs, and protect AUD returns from exchange rate movement
- Tax — your annual pre-30 June checklist covering withholding tax, CGT timing, double-taxation, and W-8BEN expiry
- Portfolio Health — an annual review framework for rebalancing, SMSF eligibility, and compounding progress across two currencies
It includes two quick-reference tables: a hedged vs. unhedged ETF decision guide, and a plain-English breakdown of how the AUS/US tax treaty splits tax obligations across both countries.
Why we built this
Most Australian investors entering US markets don’t lose money because they picked the wrong stock.
They lose money because they converted AUD at the wrong time, held an unhedged ETF through an AUD rally without realising it, paid withholding tax they didn’t need to, or missed a CGT opportunity before 30 June.
These are structural problems — and they’re entirely preventable with the right framework in place before you invest.
This checklist is that framework. Think of it as the foundation layer — the things every Aussie investor in US markets should have locked in before they go deeper on strategy, stock selection, or portfolio construction.
Our weekly newsletter is where we go deeper on all of it.
How to claim your copy
The checklist is free for all WSDU subscribers.
If you’re already subscribed, check your inbox — it’s on its way.
If you’re not yet subscribed, enter your email below and you’ll receive the checklist immediately, plus weekly notifications of US market analysis built specifically for Australian investors.
Subscribe now to claim the FREE checklist!
Wall St. Down Under | Australia
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Disclaimer: Wall St. Down Under is a financial newsletter for informational and educational purposes only. Nothing published here constitutes personal financial advice. Always do your own research and consider speaking with a licensed financial adviser before making investment decisions. Past performance is not indicative of future results.
