DIVIDENDS AND TAX
W8-BEN & VDHG
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?
Bradley
16 November 2022
2 Comments
over 1 year ago
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
Like
2
•
Reply4000 characters left
Related posts
Dividends and Tax
Investing and tax time
I am brand new to investing and up until this date have had very simple tax returns which I was comfortable completing m...
Dividends and Tax
Buy and hold - Share Price, Dividends and Capital Gains/Losses
I'm looking to sense check my understanding... 1. I'm just starting to build my portfolio, so trying to hit the ground ...
Dividends and Tax
How do dividends work
Hi I've just joined Pearler and am looking to invest in VAS. Will I get dividends paid with this investment? and if so,...