ETF tax guide | Australia

In this video I am discussing some of the key things you need to know when you prepare and manage your taxes for the ETFs you own.

▶️ 2022 Stockspot ETF report: https://www.stockspot.com.au/etf/
▶️ Tax time 2022: Everything you need to know: https://blog.stockspot.com.au/stocksp...
▶️ How are ETFs taxed? https://blog.stockspot.com.au/how-are...

00:00 - Tax on ETFs
00:18 - Disclaimer
01:30 - Capital gains tax and tax on distributions
02:28 - Cash component
02:40 - Non-cash component
03:56 - The last tax tip

#tax #ETFs #Stockspot

Disclaimer: This video is general information only and doesn’t consider any individual’s personal circumstances. ETFs offer a range of tax advantages for Australian investors, however everyone’s individual circumstances are different. Each ETF can also have a different tax treatment.

You should consult with your accountant to learn more about the tax consequences of owning ETFs and how it may impact your overall tax. This is particularly important if you are a non-tax resident of Australia or are investing via a trust, company or Self Managed Super Fund.
The Australian Taxation Office (ATO) also has a helpline for personal tax enquiries, which is 13 28 61. In addition, the ATO has a number of publications which will help you understand what you need to do to complete your return.