Some insights on taxation and ETF's from the big issuers.
State Street Global Investors "Tax Time Tips"
Tax time can be a daunting task that we all put off. To help, we’ve collated some commonly asked questions and turned these into helpful tips.
Don’t forget to supply your TFN and email address to your ETF issuers unit registrar to smooth the process and receive timely communications.
Read the full article here.
Vanguard "5 Ways ETF's Help Reduce Tax"
Index funds are tax effective because they generally pursue a ‘buy and hold’ strategy as they seek to track their benchmark. Vanguard’s Australian Shares Index Fund for example, averaged less than 1% p.a. turnover in the three years to 31 December 2016.
Read the full article here.
iShares 2020 Tax Booklet.
This iShares Australian Tax Booklet (“Booklet”) provides a general summary of the main Australian tax implications of the current year distributions for an investment in an Australian iShares fund, for an Australian investor, and also provides some background information relevant to the investment.
Access the booklet here.
VanEck "Tax Advantages of ETF's"
4 ways that ETF's can offer better tax outcomes. Read the full article here.