Manual preparation of distributions, tax returns and investor reports can be complicated and time-consuming. Tight deadlines, disconnected workpapers, repeated data transfers and evolving compliance requirements increases risk and can reduce confidence in accurate outcomes.
KPMG Tax Platform – an end-to-end trust tax reporting solution – brings together automation, governance and reporting to help you deliver faster and more reliable trust tax reporting.
Built in consultation with asset managers and designed for trust structures, KPMG Tax Platform automates the process from interim distributions through to investor statements and ATO filings, including AIIRs and income tax returns.
Why choose KPMG
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Frequently asked questions
Yes, the KPMG Tax Platform is designed to be finance system agnostic via configurable report import capability. It easily integrates with your existing finance system by mapping the finance system's chart of accounts to the platform. This allows for the automation of tax adjustments, expense allocation, distribution calculations, and tax return reporting with minimal manual intervention.
Our dedicated Project Management Office (PMO) team ensures an easy transition between service providers. They manage the entire process from start to finish, including planning, data migration, integration, and training, to minimise disruption and enable a smooth handover. Additionally, we provide comprehensive onboarding support and ongoing assistance to help your team become fully familiar with the new system.
While cost reduction is a priority, the platform is designed to drive efficiencies, reduce manual effort, and minimise risks of compliance errors, which can lead to significant cost savings over time.
KPMG can explore flexible pricing models or phased implementation options to align with your budget. By improving automation and accuracy in tax processes, the platform has the potential to deliver measurable value and return on investment that supports your cost-reduction objectives.
Introducing the KPMG Tax Platform can bring significant benefits to your internal tax team. By automating tax adjustments, reconciliations, distribution and tax return reporting, the platform can save your team valuable time and reduce the risk of errors associated with manual processes. This allows your tax professionals to focus their time on strategic, high-value work.
All the servers supporting the KPMG Tax Platform are located domestically. This means that your data will be housed and processed within Australia, aligning with your organisation’s regulatory and compliance requirements.
