Your Portfolio vs. Big Beautiful Bill

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🧮 What’s the Cost of Doing Nothing?

With the U.S. poised to impose higher withholding taxes on foreign investors through the Big Beautiful Bill, Australian and global investors face a new reality: reduced long-term returns on U.S. equities.

This calculator shows how even a modest annual drag—just 0.35% to 0.50%—can compound into hundreds of thousands in lost value over time. Simply enter your portfolio size, U.S. exposure, and country to visualize the 30-year impact if no changes are made.

Use it to stress-test your assumptions and see how tax friction could quietly reshape your financial future.

Read about the bill and likely impacts here

Landscape illustration with Uncle Sam on the left, holding oversized scissors mid-swing. He is cutting golden dividend streams flowing from the U.S. across the canvas toward foreign country flags—Australia, UK, France—positioned on the right. The cut streams are dripping coins, symbolizing lost income from U.S. tax changes under the Big Beautiful Bill.
📊 How Drag Percentage was Calculated

These drag estimates reflect the expected reduction in net annual returns for High Impacted Countries due to increased U.S. withholding taxes under the Big Beautiful Bill:

  • 📉 Current dividend withholding: ~15%
  • 💥 New surcharge: +20% → Withholding could hit 35%
  • 💸 This slashes dividend income by 15–23%
  • 🔁 For 50% U.S. exposure, this translates to 0.35%–0.50% total return drag annually

The calculator applies this proportionally to your U.S. allocation and compounds it over time.

US Big Bill Impact Simulator

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