- Ref:: sharesight
- Title:: ETF tax considerations
- Author:: David Olsen
- Year of publication:: 2021
- Category:: Blog
- Topic:: #topic.investment, #topic.etf
Notes from reading
ETFs are a unitised trust structure that hold a number of underlying assets that each have their own tax implications on distributions earned by the ETF.
The tax implications will vary by region
- in the USA distributions earned by the ETF are typically treated as ordinary dividends and taxed accordingly. Read more about etf tax in us
- in Australia most ETFs use the Attribution Managed Investment Trust (AMIT) structure and are a tax nightmare.
- ETFs also create complexity for UK investors, as depending whether the ETF has reporting status or not, or whether it was purchased through an ISA or SIPP, this can have significant implications on how it is taxed.
Here are all the ways How Sharesight makes ETF tax admin easy
Read more to know Capital gains tax calculator for Australian investors