Forms & Documents

Investment Trusts (Wholesale)

Kaplan Master Trust (Equities Fund, Income Fund, Charitable Equities Fund)

Investment Trusts (Retail)

KFM Income Fund

Tax information requirement

The Foreign Account Tax Compliance Act (FATCA) and Common Reporting Standards (CRS) are regulatory requirements that aim to deter tax evasion by US and other foreign taxpayers. The Australian and many other foreign Governments (through their tax offices) have an agreement, which means we must ask you, and you must answer, these questions. Information we gather is reported to the Australian Taxation Office (ATO) and in turn to global tax authorities.

The collection of information and reporting is mandatory. This additional customer Information captured is required by law.

Kaplan Pooled Superannuation Trust

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