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Re: SBI Standard Nisa to Tsumate Nisa
Posted: Sat Jun 25, 2022 11:12 pm
by RetireJapan
CarlB wrote: ↑Sat Jun 25, 2022 10:17 pm
Do you have any more details on what investments / funds are excluded? I perhaps, naively thought that you could roll-over any kind of investment (funds / stocks) from the old NISA into the new NISA. (I know for example that stocks aren't allowed in the new NISA - but thought that was only for totally new investments but roll=overs were allowed).
You can buy stocks in the 2nd tranche of New NISA. Not many things are excluded, basically investments that the FSA has decided are not good for consumers (leveraged ETFs and similar, I believe).
Re: SBI Standard Nisa to Tsumate Nisa
Posted: Sun Jun 26, 2022 12:26 am
by concerned
Hi All
Thanks! for the comments, I have a better understanding of this now
I will switch to the T-NISA next year, (I am 53 years of age but i guess its not too relevevant)
I will only put Equity in the T-NISA and bonds in the taxable account.
Does anyone know if the All Country Equity index is in the T-NISA?
Re: SBI Standard Nisa to Tsumate Nisa
Posted: Sun Jun 26, 2022 1:54 am
by CarlB
concerned wrote: ↑Sun Jun 26, 2022 12:26 am
Does anyone know if the All Country Equity index is in the T-NISA?
There should be a global equity index fund. If you tell us who your broker is - then someone will tell you if it eMaxis or not.
Re: SBI Standard Nisa to Tsumate Nisa
Posted: Sun Jun 26, 2022 8:20 am
by concerned
CarlB wrote: ↑Sun Jun 26, 2022 1:54 am
concerned wrote: ↑Sun Jun 26, 2022 12:26 am
Does anyone know if the All Country Equity index is in the T-NISA?
There should be a global equity index fund. If you tell us who your broker is - then someone will tell you if it eMaxis or not.
I am using SBI, Thanks
Re: SBI Standard Nisa to Tsumate Nisa
Posted: Sun Jun 26, 2022 8:33 am
by RetireJapan
concerned wrote: ↑Sun Jun 26, 2022 8:20 am
I am using SBI, Thanks
SBI iDeCo fund lineup is here (for the Select Plan, which is the newer lineup. If you are on the older plan might be worth upgrading to the Select one):
https://www.dcnenkin.jp/search/product. ... &item=223C
They don't offer eMaxis Slim All-Country, so the ＳＢＩ・全世界株式インデックス・ファンド（雪だるま（全世界株式））might be the best all in one option.
Re: SBI Standard Nisa to Tsumate Nisa
Posted: Sun Jun 26, 2022 10:41 am
by concerned
Thanks!!
Re: SBI Standard Nisa to Tsumate Nisa
Posted: Wed Jun 29, 2022 3:36 am
by jcarrera01
Yes, you can find the eMAXIS Slim All country for your Tsumitate NISA through SBI:
https://site0.sbisec.co.jp/marble/fund/ ... rch_result
Re: SBI Standard Nisa to Tsumate Nisa
Posted: Wed Jun 29, 2022 5:10 am
by RetireJapan
Ah, great! I stand corrected
