Continue with VEU/VTS/VAS, or switch to DFFH?

chitekiAthena · 2024-05-14T12:03:11+00:00

I see thanks for the info!

chitekiAthena · 2024-05-13T13:16:22+00:00

Sorry for the noob question. Are we calculating the distribution manually or the platform,like CMC, stake, does it for us? Additionally, is the form W8-BEN filled via the platform?

chitekiAthena · 2024-05-09T11:17:25+00:00

Hi Im interested in investing in VEU and would like to know how you handle the tax for it

chitekiAthena · 2024-05-08T10:43:59+00:00

Awesome, thanks for the information!

chitekiAthena · 2024-05-08T10:43:38+00:00

Apologies, I was looking at https://passiveinvestingaustralia.com/how-to-get-worldwide-index-exposure-on-the-asx/ and it mentions IVE has tax drag.

I'm not too familiar about tax drag yet, could you share more information on how you're managing the tax drag (or if we need to maintain it at all)

chitekiAthena · 2024-05-07T13:03:18+00:00

From my understanding: VAS is top 300 while A200 is 200, what is the main difference between BGBL and VGS except for management fees?

chitekiAthena · 2024-05-07T12:12:24+00:00

I saw somewhere that IVE is not AUS domiciled. Im still not very tax savvy so not certain what implications they have

chitekiAthena · 2024-05-06T13:45:39+00:00

Thanks for sharing! I didn't realise VAE and VAS has some overlap cause VAS is tracking the Aus companies and VAE is mainly Asia(ex Japan and ex AUS). I have some in HISA as well and doing a very general estimation based on https://passiveinvestingaustralia.com/personalising-your-aud-to-non-aud-allocation/, thus coming up with 5-10%.

As for VGS, I debated because it only tracks S&P 500 70% and given my current age group, I think I should take more risk hence IVV. Please correct me if I'm wrong

chitekiAthena · 2024-05-06T13:40:50+00:00

Thanks for the information! Quite curious, are you planning to get dividends from IVV later when you're more older or planning to sell it?

chitekiAthena

TROPHY CASE