𝒻𝓇𝓊𝑔𝒶𝓁 (@frugalfreisein) on getquin

10Mon·

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 (+0.94%) ) and a NASDAQ 100 ETF ($EXXT (+1.19%) ) 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

10Mon

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.

•

EndOfWarrior@EndOfWarrior

10Mon

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

•