ACSA is focused on promoting efficiency and best practices for members, clients and the market. In collaboration with the FSC, ACSA has developed a common market data standard for automating the exchange of Australian managed fund tax data. Use of the standard will benefit both publishers and recipients of tax data (and ultimately end investors) by improving operational efficiency and reduced risks.

The objective - an operating environment where fund tax data elements are digitally exchanged and can be interpreted without ambiguity driving greater integrity, timeliness and consistency of tax data for distributions, withholding taxes, annual tax statements and regulatory reporting obligations.

Join industry experts in understanding how the ACSA/FSC Tax Fund Data Standard can benefit you and your organisation.

Our panel of industry experts will discuss:

1. The need and design of a Fund Tax Data Standard
2. How the Fund Tax Data Standard benefits users
3. Use cases and examples of successful implementation.
4. The future potential of the Fund Tax Data Standard

The intended users of the Fund Tax Data Standard are organisations that exchange tax data, including:

• Investment administrators, including those performing net asset value calculation and/or unit pricing, fund accounting and/or tax services for managed investment schemes and complying superannuation funds.
• Fund issuers, including Responsible Entities / trustees of wholesale collective investments, investment/asset managers.
• Custodians offering services to local and foreign investors § Investor Directed Platform Service (IDPS) and Managed Account operators.
• Registry providers.
• Technology providers interested in streamlining process automation.

When: June 1st, 12pm - 1pm

Where: Online - webinar

Registration is essential. Register here.