AFI vs VAS: Which is more Tax Efficient in Australia?

Поділитися
Вставка
  • Опубліковано 9 січ 2025

КОМЕНТАРІ • 7

  • @beachdays561
    @beachdays561 5 місяців тому +1

    Nice simple explanation! Cheers

  • @MoneywithDan
    @MoneywithDan  8 місяців тому +1

    Use SHARESIGHT to track your shares - www.sharesight.com/moneywithdan/
    (BONUS When you signup using this link, the first 4 months of subscription are free if you choose to upgrade to advanced plan and I may get a small my commission at no extra cost to you, so we both win!)

  • @jonathanbrown2320
    @jonathanbrown2320 5 місяців тому

    Were the returns used in this, before the tax calc stuff, returns "net of fees"?
    Would this suggest someone currently on a 0% tax rate, who wanted to invest with VAS going forward, would be best served by selling their small (

    • @MoneywithDan
      @MoneywithDan  5 місяців тому

      Thanks for your question. Returns used in this video were after fees. This video is only a demonstration of how Australian tax works with different structures. Sorry, I can’t offer investment advice.

  • @alexperez5448
    @alexperez5448 5 місяців тому

    Is this considering Dividend Substitution Share Plan (DSSP) ?

    • @MoneywithDan
      @MoneywithDan  5 місяців тому +1

      This is total return. I have compared both investments without DSSP and DRP plans for a fair comparison.