FS Tax special fund compliance

Specialised funds are popular with institutional investors, but taxation is highly complex. At KPMG, we have the necessary experience, technology and ideas to offer you the appropriate and relevant services. After all, advising special funds has always been our core business - and always will be.

We offer you security in a still dynamically changing legal framework as well as new and more complex processes. Be it through quality assurance of the tax bases, processes and controls determined by you as an investment company. Or by taking over entire areas of responsibility as a managed service.

We have taken the investment tax reform as an opportunity to further develop our methodological approach and also to reorganise it technically.

• Our services do not just begin once the tax return has been prepared. We check basic calculation processes, tax master data and reporting upstream on the basis of a risk-orientated approach. This creates a secure basis for quality assurance or the determination of the tax bases.
• We have been using the labs.STAR standard software for years, which has proven its worth every day at many investment companies. labs.STAR is optimised precisely for our processes without restricting the necessary flexibility.
• We see the use of data and analytics methods as an evolution and do not set ourselves unrealistic goals. We can already efficiently identify implausibilities and automate checking routines based on the booking and portfolio data of the special funds. We are consistently developing the applications further, together with our clients, who thus gain valuable insights into their own data.
• taXchange is our new service for a more efficient exchange of target fund data between investment companies.

However, people are always at the centre of our client relationships. It is our employees who make the difference. Together we can make better decisions. It's decision time!