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Apart from the W-8BEN or W-8BEN-E form, do I need to consider anything else regarding US taxation rules?

For the ETFs in your QuietGrowth Portfolio that are domiciled in the US, you might be subjected to the US Estate Taxes. That is, the deceased US nonresident who was not a US citizen might be subjected to US estate taxation for her US-situated assets. However, these US Estate Taxes are applicable only if the US-situated assets exceed a specific limit.

Estate tax treaties between the US and other countries often provide more favourable tax treatment to nonresidents by limiting the type of asset considered situated in the US and subject to US estate taxation. Executors for nonresident estates should consult such treaties where applicable. US has an Estate Tax Treaty with Australia, and that is good news for you if you are an Australian resident.

QuietGrowth does not collect any form from you regarding the US Estate Taxes.

The Internal Revenue Service (IRS) is a US government agency responsible for tax collection and tax law enforcement. If you have queries about US Estate Taxes, you would need to refer to the relevant instructions available in the IRS website or obtain tax advice. QuietGrowth does not provide tax advice and is not a registered tax agent. If you have any questions about your tax situation, we recommend you speak with your tax adviser or accountant.

Also read the answers to the related questions:

• Is it mandatory to submit the W-8BEN or W-8BEN-E form?
• What is the relevance of W-8BEN or W-8BEN-E forms?