Independent financial education newsletter for Australians investing in US markets. Weekly insights on stocks, ETFs, currency, and tax — every Sunday.
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Even cents in US dividends are technically assessable income. And leaving them in your Stake wallet doesn't delay the obligation. Here's the ATO's position — and what to actually do.
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US ETFs or individual stocks — which is right for Australians? The answer isn't simple. There's a tax trap most Aussie investors don't know about. Here's what you need to know.
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Your US stocks might be up 20% — but if the AUD strengthened, your actual returns could be far less. Here's how the AUD/USD rate silently eats into your portfolio gains.
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US dividends are taxed before they hit your account. For Australians, the W-8BEN form halves that rate from 30% to 15% — but only if you've filled it out. Here's what's happening to your money.