FS Tax - Asset Management

The asset management industry is facing a dynamically changing environment. Changes are noticeable everywhere, in customer behaviour and in the desire to invest more sustainably. In the increase in alternative investments and the resulting increase in complexity for operations management. In the need to keep pace technologically or, even better, to use digitalisation and AI for better product management or efficient operations. And always at the centre of it all: tax. KPMG is the reliable and technology-orientated partner that can provide you with comprehensive advice on all issues and tasks.

It's decision time

We support investment companies, credit institutions, custodians, administrators and investors - from individual enquiries and the implementation of changing tax and regulatory requirements to the takeover of entire tax processes as a managed service.

Benefit from our many years of industry experience and comprehensive expertise. Together we can make better decisions. It's decision time.

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Our range of services

Specialised fund

We are your partner for complex tax tasks and issues relating to special funds. From providing advice and reviewing the values you have determined to insourcing the entire tax operations for special funds. With the largest and most diversified tax team in the market and our technology-orientated approach, we are your partner.
Tax compliance for private equity funds

No asset class is growing like private equity. However, investing in PE is highly complex from a tax perspective because it often involves multi-level partnerships and data is difficult to obtain. This is where the combination of expertise and the ability to extract data efficiently using intelligent technology creates the difference you can rely on. Let us convince you!
Withholding tax

Exemption order, share loss offsetting pot, Fifo, tax certificate: Can you recalculate withholding tax, solidarity surcharge and church tax for a moderately complex custody account? We can. Contact our experts for all questions relating to withholding tax.
International withholding tax service

Investment funds and other institutional investors regularly invest in foreign shares. With our strong international KPMG network, we analyse the possibilities of foreign withholding tax refunds and ensure that all foreign tax obligations are met.
Regulatory Reporting

Do your investors need regulatory reports (Solvency II, CRR, CRSA, Solva, VAG) or want to use the KVG interface? Would you like to offer competent ESG reporting? Then get in touch with us. We create all the necessary reports and support you in setting up the KVG interface, combined with excellent expertise and intelligent IT solutions. We solve many data availability problems (e.g. EET, PAI calculation), especially for ESG reports.
Tax Technology

Technology and taxes belong together. We develop technology for our clients and for ourselves. From interface automation and global platforms to D&A tools and workflow tools to complex production systems and AI. 15% of our employees work in our integrated FS Tax TechHub and create real progress through digitalisation.