U.S. Withholding Tax

Does the U.S. withhold any tax?

Yes. The U.S. withholds tax on dividend payments made to shareholders of U.S.-listed securities. However, no tax is withheld when you sell shares.

Withholding tax rates

• 15%: For non-U.S. residents who have a completed W-8BEN form

• 30%: If no tax form has been submitted

• U.S. tax residents: Submit a W-9 instead

Stake arranges for the correct tax form to be completed and lodged with the IRS through our U.S. broker partner when you make your first deposit to Stake Wall St.

Australian Tax File Number (TFN)

Your Australian TFN doesn’t impact your U.S. tax status.
However, you must still declare any U.S. income — such as dividends or capital gains — in your Australian tax return.

Note: This information is general in nature and correct at the time of publication. Please seek independent, professional advice regarding your personal tax obligations.