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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 

Whitehaven Coal Limited (WHC:ASX) Share Price | Pearler

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

Whitehaven Coal Limited - Ordinary Fully Paid Deferred Ex Aston Resources

Wattle Health Australia Limited - Ordinary Fully Paid Deferred

Wellnex Life Limited

Whitehaven Coal Ltd. engages in the development and operation of coal mines. The company is headquartered in Sydney, New South Wales. The company went IPO on 2007-06-01. The firm is focused on the development and operation of coal mines in New South Wales and Queensland. Its segments include open-cut operations, underground operations, and coal trading and blending. The firm's assets include Canyon Mine, Gunnedah CHPP, Maules Creek Mine, Narrabri Mine, Narrabri Stage-3 Extension Project, Rocglen Mine, Sunnyside Mine, Tarrawonga Mine, Vickery Extension Project, Werris Creek Mine, and Winchester South Project. Its operating assets are complemented by two development assets: Vickery, near Gunnedah, and Winchester South, in Queensland’s Bowen Basin. The company produces coal using open-cut mining methods at Maules Creek, Tarrawonga, and Werris Creek and underground mining methods at Narrabri. The Vickery Extension Project (Vickery) is a proposal to construct an open-cut coal mine and associated on-site infrastructure about 25 kilometers north of Gunnedah.

Whitehaven Coal Ltd

Whitehaven Coal Limited

BHP Group Ltd. engages in the exploration, development, production and processing of iron ore, metallurgical coal and copper. The company is headquartered in Melbourne, Victoria and currently employs 37,908 full-time employees.  The firm is a producer of commodities, including iron ore, copper, nickel, potash and metallurgical (steelmaking) coal. The company is focused on offering a range of resources, which provides copper for renewable energy; nickel for electric vehicles; potash for sustainable farming, and iron ore and metallurgical coal for the steel needed for global infrastructure and the energy transition. Its segments include Copper, Iron Ore, and Coal. Its Copper segment is engaged in mining of copper, silver, zinc, molybdenum, uranium, and gold. Its Iron Ore segment is engaged in mining of iron ore. Its Coal segment is engaged in mining of metallurgical coal and energy coal. The firm is also focused on operating Olympic Dam, Prominent Hill, and Carrapateena underground copper-gold mines in South Australia. The firm's operations are situated in Australia, Europe, China, Japan, India, South Korea, rest of Asia, North America and South America.

BHP Group Limited (BHP, formerly BHP Billiton Limited) is a diversified natural resources company producing commodities along with substantial interests in oil and gas. BHP's principal business lines are mineral exploration and production, as well as petroleum exploration, production and refining.

BHP Group Limited

Fortescue Metals Group Ltd. engages in the development of iron ore deposits. The company is headquartered in Perth, Western Australia and currently employs 11,693 full-time employees.  The firm is transitioning into a global green energy, metals and products company. Its segments include Metals and Fortescue Future Industries (FFI). The Metals segment is engaged in exploration, development, production, processing, sale and transportation of iron ore, and the exploration for other minerals. Fortescue Future Industries segment is involved in undertaking activities in the global development of green electricity, green hydrogen and green ammonia projects. Through its growth project Iron Bridge and its interest in the Belinga Iron Ore Project in Gabon, it is investing in the growth of its iron ore business. Its operations include three mining hubs in the Pilbara, Western Australia, which are connected to its five berth Herb Elliott Port and the Judith Street Harbour towage infrastructure in Port Hedland by approximately 760 kilometers of the heavy haul railway in the world.

Fortescue Metals Group Ltd (FMG) is an iron ore production and exploration company with assets located in the Pilbara region of Western Australia.



Fortescue Metals Group Ltd

VGS.AX was created on 2014-11-18 by Vanguard. The fund's investment portfolio concentrates primarily on total market equity. Vanguard MSCI International Shares Index ETF seeks to track the return of the MSCI World ex-Australia Index (with net dividends reinvested) in Australian dollars before taking into account fees, expenses and tax.

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WHC

Description

Show more

View factsheet

Performance

$6.30

▲ $1.28 (26.37%)

1M

10Y

GRAPH

TABLE

GRAPH

TABLE

Quick facts

N/A Growth

N/A

$500 minimum investment

$1,189.22 median portfolio

Distributions

9.78%

24.63%

N/A

100%

Calculate

Costs

N/A

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);}54 investors hold WHC

N/A average time between investments

N/A average holding per investor

974 days since last community investment

Demographics

Income of investors

43%

40%

13%

2%

2%

Age of investors

54%

33%

13%

Legal gender of investors

59% male

41% female

Related items

VAS

BHP

FMG

VDHG

VGS

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

•

January 15th, 2023

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

Ngoc Nguyen

•

September 30th, 2022

54 investors hold WHC