𝒻𝓇𝓊𝑔𝒶𝓁 (@frugalfreisein) on getquin

9Mon·

For those of you who are fully or partially invested in distributing ETFs. What is your experience with the upfront lump sum? In my case, an S$P 500 ETF ($VUSA (+0.57%) ) and a NASDAQ 100 ETF ($EXXT (+0.56%) ) with the up-front lump sum, whereby both were cushioned by tax-free amounts.

Did the tax-free allowances also cushion the tax burden for you? Or were assets also fleeced, or did someone have no cover at all?

10 Comments

Kai@fcsp

9Mon

I have two ETFs with SC and nothing has been debited from my account so far and the exemption order has not been affected either.

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EndOfWarrior@EndOfWarrior

9Mon

In my case, the upfront fee was debited from Scalable. I therefore had a negative balance. I simply transferred the difference and now I have peace of mind for this year.
P.s. I don't have an allowance with the broker either

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