tax-corner
VOO or QQQ looks 0.01–0.02% cheaper than IVV. The full cost includes withholding, US estate exposure, and reporting. For most Australians the ASX-domiciled route wins once those three are counted. The headline MER gap is small. The failure modes are not.
tax-corner
Following our May guide on US dividend double taxation, this piece covers what everyone asks next: where FITO goes in myTax, how the cap is calculated, when the $1,000 shortcut is enough, and the mistakes that leave real money on the table.
tax-corner
Your broker charged you a foreign exchange fee you didn’t see. But there’s a bigger hidden cost in buying US shares — and this one shows up at tax time.
tax-corner
NVDA, META, MSFT are all up this year — and so is your tax bill. Five EOFY moves built specifically for Aussies in US markets, including a hidden currency gain in your cost base almost nobody checks. Here’s how to use the next five days.
tax-corner
Franking credits are one of Australia's most generous tax perks — but they don't travel. If you're investing in US markets, your income is taxed differently. Here's the maths, and what it means for your Aussie portfolio.
tax-corner
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.
tax-corner
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.