US Shares Investment

 

When Trustees invest in shares in the United States, they might be asked to fill in and submit the W-8BEN-E form. To download the W-8BEN-E form, please click on the button below:

 

From experience, the W-8BEN-E form might be confusing for some Trustees. Trustees can follow the detailed guideline provided by Macquarie Bank below to fill in the W-8BEN-E form:

 

Trustees with an Individual Trustee Fund can consult page 13 of the guideline. Trustees with a Corporate Trustee Fund can consult page 17 of the guideline.

 

For information on investing in US properties, please see here:

 

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We are Melbourne based with clients throughout Australia. Our SMSF administration service is mostly paperless. This enable us to charge a fair fee, resulting in a good value-proposition for you.

No Advice

Superannuation Warehouse is an accounting firm and do not provide financial advice. All information provided has being prepared without taking into account of the Trustees’ objectives, financial situation or needs. Because of that, Trustees are advised to consider their own circumstances before engaging our services.

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