Australian (ASX) Stock Market Forum


  1. A

    Interactive Brokers - annual tax trust distributions details

    Hi, ASX listed trusts provide annual tax statements relating to distributions and taxable components for shareholders. However with Interactive Brokers, IB acts as a custodian so the actual customer does not receive these annual tax statements. How do other IB customers deal with this...
  2. S

    Testamentary Trust Commsec issues - Please assist!

    Hi All, I am due to receive quite a large amount of shares from my late fathers estate however I have come into great difficulty establishing an Testamentary Trust account with CommSec. Unfortunately, CommSec rejected my application due to my name not being on Probate. However, the...
  3. System

    SPY - SPDR S&P 500 ETF Trust

    The SPDR S&P 500 ETF Trust seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500 Index.
  4. M

    Lost Trust Deed

    Hi Everyone, I currently run my own SMSF and have committed a rookie mistake of losing my original Trust Deed. Has anyone else done this and what did you do to resolve it? Cheers
  5. Julia

    Trust in financial adviser

    After such debacles as Storm, I'd have thought most people would be pretty vigilant about managing their assets. Talking with a friend, I was astonished that she should tell me she and her husband pay a financial adviser who "looks after everything for us". She said: "I have no idea how...
  6. L

    Trading as a Trust or Business Entity

    Hi all, After the past couple of years in the 'School of Hard Knocks' learning to trade, I am confident I am now becoming consistently profitable and am looking to the future with regards to tax minimisation. I am curious as to the advantages and disadvantages of registering a business to...