Caruso's regulatory reporting suite is designed to simplify compliance for fund managers in New Zealand, Australia, and the United States.
Caruso consolidates the data requirements for each mandated report, allowing fund managers to enrich Caruso data with off-platform inputs if necessary. Reports can be downloaded in the prescribed formats for submission to the relevant tax authorities. This help article summarises the reporting catalogue.
This article provides a summary of the available regulatory reports.
Regulatory Report Catalog
Region | Report | Help article |
Australia | Quarterly Tax File Number (QTFN) | |
| Annual Investment Income Report (AIIR) | Coming soon |
New Zealand | Investment Income Reporting | |
| Investment Income Reporting | |
| Investment Income Reporting | |
| Investment Income Reporting | Coming soon |
Global | Foreign Account Tax Compliance Act (FATCA) | |
| Common Reporting Standard (CRS) | Coming soon |
If you have any questions or need help at any stage, please contact our Caruso Support team either by email or live chat.