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Saving Tax When You Invest: Personal vs Trust vs Company vs Investment Bond

Curious about the S&P 500 and if it matches your international diversification goal? This article explores what the S&P 500 is for, which Aussie funds track its performance, and how to find them.

Which Australian funds track the S&P 500 in Australia?

Hi, I’m fairly new to investing and this is a dumb question but what is the difference when investing in the AU shares vs US shares tab? 
Is it that the AU shares are funds held by brokers in Aus and the US one is US brokers? Is there a better option for an Aus investor? What are the tax implications of investing in US EFTs over Aus ones? 
Thanks, Molly

AU vs US shares

I am looking at transferring some AU shares from Sharesies to Pearler.
Not all of them, just some.
I can’t seem to find Sharesies on your broker list.
Please advise.
Regards
Alicia

Owning AU Shares with Sharesies

Hi, I just started my investment with ASX last month. But I started worrying and wanted to know what’s happened to my shares and it’s value if I suddenly pass away? I’m single mom with 3 children. Thanks

What’s happened to my shares and it’s value if I suddenly die 

Share not found

IVV.AX was created on 2000-05-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of large capitalisation US equities.

The iShares S&P 500 ETF seeks to track the investment results of an index composed of large-capitalisation U.S. equities.

iShares S&P 500 Etf

VDHG.AX was created on 2017-11-20 by Vanguard. The fund's investment portfolio concentrates primarily on target outcome asset allocation. Vanguard Diversified High Growth Index ETF seeks to track the weighted average return of the various indices of the underlying funds in which it invests, in proportion to the Strategic Asset Allocation, before taking into account fees, expenses and tax.

Vanguard Diversified High Growth Index ETF seeks to track the weighted average return of the various indices of the underlying funds in which it invests, in proportion to the Strategic Asset Allocation, before taking into account fees, expenses and tax.

VAS.AX was created on 2009-05-04 by Vanguard. The fund's investment portfolio concentrates primarily on total market equity. Vanguard Australian Shares Index ETF seeks to track the return of the S&P/ASX 300 Index before taking into account fees, expenses and tax.

Vanguard Australian Shares Index ETF (ASX: VAS) seeks to track the performance of the ASX 300 index before account fees, expenses, and taxes. The index tracks the top 300 companies on the Australian Securities Exchange (ASX). These are mostly large and established Australian companies. It is a popular choice among passive individual investors who don't have the time or the expertise to actively invest in stocks.

Vanguard Australian Shares Index Etf

Quickstep Holdings Ltd. engages in the provision of composite solutions to the aerospace, defence, automotive, and other advanced manufacturing sectors. The company is headquartered in Sydney, New South Wales. The company went IPO on 2005-10-17. Its segments include Aerostructures and Other Businesses. Aerostructures segment is involved in manufacturing of aerospace composites products. Other Businesses include aftermarket, which is engaged in maintenance, repair and overhaul services and applied composites, which provide advanced composite based engineering and manufacturing services. The company is engaged in the production of parts for Northrop Grumman for the Joint Strike Fighter project and production of C-130J wing flaps for Lockheed Martin. The firm is also involved in the production of parts for the Joint Strike Fighter vertical tails for BAE systems and Marand precision engineering. The company manufactures and develops parts using Qure technology, and maintenance, repair, and overhaul of aircraft. Its offers quickstep production system (QPS), a complete composite manufacturing solution for customers.

Quickstep Holdings Limited

Quantum Graphite Ltd. focuses on mining, processing, selling, and exporting industrial mineral graphite metal deposits. The company is headquartered in Melbourne, Victoria. The company went IPO on 2014-01-06. The firm is the owner of the Mikkira Graphite Deposit located on the Eyre Peninsula, South Australia. The firm's Uley 2 Project is located on the Eyre Peninsula, South Australia, approximately 20 kilometers west-south-west of Port Lincoln. The Uley Graphite Project consists of a fully permitted mining operation with five contiguous mining tenements. Its Uley 2 processing plant produces a minimum of approximately 55,000 tons of high purity coarse flake. The Uley mine produces high purity coarse flake graphite with a product mix serving a number of thermal applications, including refractories and oil and gas drilling fluids.

Quantum Graphite Limited

QHAL.AX was created on 2019-03-21 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. QHAL.AX seeks to provide investors with access to a diversified portfolio of quality international companies from developed markets (ex-Australia) hedged into Australian dollars with the aim of providing investment returns, before fees and other costs, which track the performance of the Index.

VanEck MSCI International Quality (Hedged) ETF

VanEck Vectors MSCI World ex Australia Quality (Hedged) ETF (QHAL) gives investors exposure to a diversified portfolio of quality international companies from developed markets (ex Australia) with returns hedged into Australian dollars. QHAL aims to provide investment returns before fees and other costs which track the performance of the Index.

Founded in 1955, VanEck was among the first asset managers helping investors achieve greater diversification through global investing. Today we are recognised for being a pioneer in global markets and for drawing on our experience to offer innovative solutions. We offer these solutions to clients ranging from individuals to superannuation funds, financial advisors and institutional investors.

QUAL.AX was created on 2014-10-29 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. Each Fund aims to provide investment returns before fees and other costs which track the performance of its Reference Index in Australian dollars.

VanEck Vectors MSCI World ex Australia Quality ETF (QUAL) invests in a diversified portfolio of quality international companies listed on exchanges in developed markets around the world (ex Australia).  The ETF seeks to track the performance of the MSCI World ex Australia Quality Index (M4CXMVIA) with net dividends reinvested, in Australian dollars, before taking into account fees, expenses and tax.

MVW.AX was created on 2014-03-04 by VanEck. The fund's investment portfolio concentrates primarily on large cap equity. MVW.AX invests in a diversified portfolio of ASX-listed securities with the aim of providing investment returns before fees and other costs that track the performance of the MVIS Australia Equal Weight Index

VanEck Vectors Australian Equal Weight ETF gives investors exposure to a diversified portfolio of ASX-listed securities. MVW aims to provide investment returns before fees and other costs which track the performance of the Index.

The MVIS Australia Equal Weight Index is a pure-play rules-based index that combines benchmark with blue-chip characteristics by tracking the performance of the largest and most liquid ASX-listed companies across all sectors, including offshore companies which generate at least 50% of their revenues or assets from the Australian market.  Companies in the Index are weighted equally.

Vaneck Australian Equal Weight Etf

A200.AX was created on 2018-05-07 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 2975.21m in AUM and 200 holdings. A200.AX aims to track the performance of an index (before fees and expenses) comprising 200 of the largest companies by market capitalisation listed on the ASX.

Vanguard Australian Shares Index ETF seeks to track the return of the S&P/ASX 300 Index before taking into account fees, expenses and tax.

VTS.AX was created on 2009-05-12 by Vanguard. The fund's investment portfolio concentrates primarily on total market equity. Vanguard U.S. Total Market Shares Index ETF seeks to track the performance of the CRSP US Total Market Index, providing investors with exposure to a broadly diversified collection of securities that, in the aggregate, approximates the full index in terms of key characteristics.

Vanguard Us Total Market Shares Index Etf

MICH.AX was created on 2016-07-19 by Magellan. The fund's investment portfolio concentrates primarily on theme equity. To achieve attractive risk adjusted returns over the medium to long-term,cr   While reducing the risk of permanent capital loss.

Investment objectives: To achieve attractive risk adjusted returns over the medium to long-term; While reducing the risk of permanent capital loss.

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QHAL

Description

View factsheet

Performance

$37.29

▲ $12.39 (48.40%)

1M

ALL TIME

GRAPH

TABLE

GRAPH

TABLE

Quick facts

N/A Growth

N/A

$500 minimum investment

$2,982.22 median portfolio

Holdings & exposure

Top holdings

View all

101%

0%

0%

Top country exposure

View all

99%

1%

Distributions

1.14%

0%

N/A

0%

Calculate

Costs

0.43% p.a.

Calculate

Advanced information

No

0.00

No

0.00

0.43

2019-03-21

Community insights

General statistics

.css-1ourppy{box-sizing:border-box;margin:0;min-width:0;font-size:14px;line-height:22px;font-weight:500;-webkit-transition:all 0.3s ease;transition:all 0.3s ease;display:inline;color:var(--primaryDark);}58 investors hold QHAL

N/A average time between investments

N/A average holding per investor

974 days since last community investment

Demographics

Income of investors

30%

28%

28%

7%

7%

Age of investors

50%

40%

10%

Legal gender of investors

60% male

40% female

Related items

QUAL

MVW

A200

VTS

MICH

Learn more

Saving Tax When You Invest: Personal vs Trust vs Company vs Investment Bond

Which Australian funds track the S&P 500 in Australia?

AU vs US shares

Molly Pearse

•

January 29th, 2023

Owning AU Shares with Sharesies

Alicia Flores

•

58 investors hold QHAL