Help Centre

Frequently asked questions and other supporting information

Taxation

Investing with Us
Taxation

Yes. All investing will have tax consequences and you should seek professional tax advice for the full implications of your chosen investment. Through the onboarding process and initial set-up of your investment, you will have the opportunity to provide your Tax File Number so that you can be taxed at the correct rate.

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Investing with Us
Taxation

The Foreign Account Tax Compliance Act (FATCA) was introduced by the United States Government as a means of obtaining more tax information with regard to US tax citizens and US-owned entities. InvestSMART is deemed to be a “foreign financial institution” and as such is required to obtain and disclose information from these individuals and entities. This information is reported to the Australian Tax Office (ATO) by InvestSMART, which in turn is forwarded to the U.S. Internal Revenue Service (IRS). If you are a citizen of The United States or wish to invest with us through a US-owned entity, you are required to disclose this information during the application process.

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Investing with Us
Taxation

The Common Reporting Standard or 'CRS' originated from a G20 request which was subsequently approved by The Organisation for Economic Cooperation and Development (OECD) Council in 2014. The main principle requires the automatic exchange of non-resident taxpayer information between different countries annually. 

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