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@sonofmatthew The current dividend yield of VT is 2.1%, not 3%. However, yes, 15% is a low tax rate, especially if we look at the marginal tax rate to determine how much dividend taxes we pay on top of salary income taxes. In Zurich the marginal tax rate is already at about 26% with a taxable...

@xeno32 Switzerland doesn't provide any tax credit for this so-called level 1 withholding that e.g. Irish ETFs have to pay on dividends from US (and some other) stocks. There are countries that provide a (typically flat) tax credit in such cases, as far as I know, but Switzerland certainly...

@xeno32 Switzerland taxes dividends each year for both, distributing and accumulating ETFs. This means you would also have to file DA-1 each year to get a tax credit for withholding taxes. Selling an ETF is not a taxable event in Switzerland, assuming you're a private investor. I would guess...

@leonica IBKR segregates client assets very similarly to Swiss brokers. If IBKR goes bankrupt without fraud by the broker, customers won't lose any of their investments (at least for fully owned positions without margin loans or securities lending), the same as with Swiss brokers. See...

@travis73 Custom strategies at finpension don't have any currency restrictions. Most other 3a providers indeed have such restrictions, though. E.g. VIAC requires 40% to be either in CHF or CHF-hedged. frankly Extreme 95 Index still holds 30% Swiss equities, so only slightly more global than the...