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W8-BEN & VDHG

Dividends and Tax

The question is regarding the W8-BEN tax form and a VDHG portfolio. Checking Computershare it doesn't look like I need to complete the form but I'd rather be safe than sorry and ask the pearler community if it's required. I believe that VDHG is domiciled in Australia so even though it has US companies in the ETF I don't need to submit one. is this correct?

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Bradley Keit

Asked on 16 November 2022

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Dave Gow - Strong Money Australia

Investor

Fri, 18th November 2022

Hi Bradley.

With VDHG there is no need to complete a W8-BEN form.

The only reason this is required for funds such as VTS and VEU is because those particular funds are ‘domiciled’ / based overseas and are effectively run by Vanguard in the US. VDHG is based here in Australia, even though it also invests in overseas shares.

Hope that makes sense.
Dave

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