GQG (ASX) Form W-8BEN

Originally posted by Tarvold: ↑

A guide to completing the W-8BEN form for individuals, this is how I completed it & it was successful.

You need to complete this form & send it to the registrar by post in order to reduce the witholdings tax from 30% to 15%.
The 15% witholdings tax (or 30% if you don't complete the form in time) can, depending on your circumstances, be reclaimed through your annual tax return (seek advice from your tax expert).

Attached is the blank form I received from the registrar as the one I received via post had a page missing, note that this is a generic form not GQG specific.GQG_W8BEN1_220323_Interactive.pdf

Complete as follows filling in the following as they appear on the share registrar:
Full name of registered holding
Registered address
SRN number (excluding any letters)
Part I
1 Enter Full name
2 Enter Country of citizenship
3 Enter Permanent Address
6b Check this box (with tick)
8 Enter Date of Birth
Part II
9 Put 'Australia' in the box
Part III
Tick box that you have the capacity to sign the form
Sign the form
Enter 'Individual' as capacity to sign
Enter the date you signed the form
Print your full name as signer

LEAVE ALL OTHER BOXES BLANK & POST THE FORM TO LINK MARKET SERVICES.

I'd also suggest scanning or taking photos of the pages before posting.
I didn't get a confirmation from Link that the form was OK or not so you either have to phone to get that or wait until the next dividend to see what is deducted.

Any issues phone Link Market Services although note they will not give you any advice as to how to fill in the form & will only refer you to the IRS in the USA.

Expand

How do things differ if held in a SMSF ? And do all trustees have to sign ?

Originally posted by Tarvold: ↑

A guide to completing the W-8BEN form for individuals, this is how I completed it & it was successful.

You need to complete this form & send it to the registrar by post in order to reduce the witholdings tax from 30% to 15%.
The 15% witholdings tax (or 30% if you don't complete the form in time) can, depending on your circumstances, be reclaimed through your annual tax return (seek advice from your tax expert).

Attached is the blank form I received from the registrar as the one I received via post had a page missing, note that this is a generic form not GQG specific.GQG_W8BEN1_220323_Interactive.pdf

Complete as follows filling in the following as they appear on the share registrar:
Full name of registered holding
Registered address
SRN number (excluding any letters)
Part I
1 Enter Full name
2 Enter Country of citizenship
3 Enter Permanent Address
6b Check this box (with tick)
8 Enter Date of Birth
Part II
9 Put 'Australia' in the box
Part III
Tick box that you have the capacity to sign the form
Sign the form
Enter 'Individual' as capacity to sign
Enter the date you signed the form
Print your full name as signer

LEAVE ALL OTHER BOXES BLANK & POST THE FORM TO LINK MARKET SERVICES.

I'd also suggest scanning or taking photos of the pages before posting.
I didn't get a confirmation from Link that the form was OK or not so you either have to phone to get that or wait until the next dividend to see what is deducted.

Any issues phone Link Market Services although note they will not give you any advice as to how to fill in the form & will only refer you to the IRS in the USA.

Expand

No.	Vol.	Price($)
4	20511	$2.83

No.

Vol.

Price($)

20511

$2.83

Price($)	Vol.	No.
$2.84	4721	4

Price($)

Vol.

No.

$2.84

4721

No.	Vol.	Price($)
2	1961	2.830
1	1800	2.820
2	15000	2.810
14	33575	2.800
4	13350	2.790

No.

Vol.

Price($)

1961

2.830

1800

2.820

15000

2.810

33575

2.800

13350

2.790

Price($)	Vol.	No.
2.870	20650	2
2.900	11767	2
2.930	1700	1
2.940	2450	2
2.970	500	1

Price($)

Vol.

No.

2.870

20650

2.900

11767

2.930

1700

2.940

2450

2.970

500

(20min delay)
Last $2.84		Change -0.110(3.73%)		Mkt cap ! $8.387B

Open	High	Low	Value	Volume
$2.90	$2.91	$2.80	$8.175M	2.855M

Form W-8BEN, page-14

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Form W-8BEN, page-14

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Is oil undervalued?

Commodity house Trafigura funds Develop Global's copper-zinc Woodlawn play with offtake deal in place

Vmoto sales plummet -50% YoY as weak demand in Europe & China stifles EV scooter sales growth

Westgold sets its sights on top five producer status through merger with Karora

Week 31 Wrap: JORC rules to get tougher; RBA rate hike chance 50/50; US Fed Sept cut still the quo

Cost blow-out for Rook I uranium project sees share plummet for NexGen

GreenX picks up prospective copper project in Germany

Uranium prices on the NYMEX are stable, but ASX uranium stocks are sinking on Friday. The answer lies in Kazakhstan

Collaboration in a green (steel) future the focus for Magnum and Saudi partners

Venture to sniff out high-grade REE targets at Jupiter project, WA

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