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It references CRS and FATCA requirements to report information to the ATO and potential onward sharing with foreign government agencies. Completion is required when information was not previously provided or when the person is identified as a potential taxpayer of a non-Australian country. The form also explains TIN requests, reason codes when TIN is unavailable, and submission instructions to Fundhost.","TAX DECLARATION FORM  \nINDIVIDUALS / JOINT ACCOUNTS / CONTROLLERS / BENEFICIAL OWNERS  \nABOUT THIS FORM  \n􀂃 This form is for the mandatory collection of tax status information for individuals, joint investors, and individual beneficial owners (including individuals who control entities such as companies or trusts) .  \n􀂃 CRS and FATCA legislation require that we collect this information, and that information is reported to the ATO. The ATO may provide information to foreign government agencies.  \n􀂃 You will be required to complete this form where this information has not previously been provided or the individual has been identified as a potential taxpayer of a country other than Australia.  \n􀂃 PLEASE NOTE: The individual may be treated as being a non-Australian taxpayer and/or reported to the ATO if the requested information is not provided.  \n􀂃 If we have reason to doubt the reasonableness of the information provided we have obligations to verify and report to the ATO.  \n􀂃 We cannot provide you with tax or legal advice. If you are unsure of any of the answers please seek professional advice from your tax adviser or lawyer.  \nTO FIND OUT MORE  \nTax residency  \nIn considering whether you are a tax resident of a country other than Australia, a useful resource is the compilation of rules governing tax residency for other countries on the OECD’[s Automatic Exchange Portal. Go to www.oecd.org/tax/automatic-exchange/](s Automatic Exchange Portal. Go to www.oecd.org/tax/automatic-exchange/)[ ](s Automatic Exchange Portal. Go to www.oecd.org/tax/automatic-exchange/)[crs-implementation-and-assistance/tax-residency. If tax residency information for a specific country is not available from this link](crs-implementation-and-assistance/tax-residency. If tax residency information for a specific country is not available from this link), or you need more information for a country, you should contact the tax authority of that country.  \nTIN  \nIf you are a tax resident in another country you will be asked for your tax identifier number (TIN) as issued to you in that country. For more information on TIN’s in different countries, [go to www.oecd.org/tax/automatic-exchange/crs-implementation-and](go to www.oecd.org/tax/automatic-exchange/crs-implementation-and)assistance/tax-identification-numbers/  \nFor more information you may also refer [to the ATO website: www.ato.gov.au/CRS](to the ATO website: www.ato.gov.au/CRS); [the OECD website: www.oecd.org/tax/](the OECD website: www.oecd.org/tax/)  \nautomatic-exchange/; or the US Internal Revenue Service (IRS) [website: www.irs.gov](website: www.irs.gov)[ ](website: www.irs.gov)[You may also seek professional advice from your adviser or lawyer](You may also seek professional advice from your adviser or lawyer).  \nCopies of this form can be downloaded at:  \n[www.fundhost.com.au/forms/](www.fundhost.com.au/forms/)  \n\n| SUBMIT THIS COMPLETED FORM TO FUNDHOST:\u003Cbr>Email:\u003Cbr>[admin@fundhost.com.au](admin@fundhost.com.au)\u003Cbr>[Fax:](Fax:)\u003Cbr>+61 (0)2 9232 8600\u003Cbr>Post:\u003Cbr>Fundhost Limited PO Box N561\u003Cbr>Grosvenor Place NSW 1220\u003Cbr>Australia | Deliver:\u003Cbr>Suite 5.01, Level 5\u003Cbr>28 O'Connell Street Sydney NSW 2000\u003Cbr>Australia\u003Cbr>(Office hours 9am-5pm, Sydney business days)\u003Cbr>Questions?\u003Cbr>Contact Fundhost\u003Cbr>T: +61 (0)2 8223 5400\u003Cbr>E: [admin@fundhost.com.au](admin@fundhost.com.au) |\n| --- | --- |\n| We accept forms by fax, email, post and delivery. |  |\n\nTax Declaration Form Individuals / Joint Accounts / Controllers / Beneficial Owners 1  \nINDIVIDUALS / JOINT ACCOUNTS / CONTROLLERS / BENEFICIAL OWNERS  \nInvestor Number (if known):   \nIf you are providing this information as a beneficial owner/controller of a company or trust, please provide the name under which the investment is held.  \n| 􀂃 We will contact you via email and online communication.\u003Cbr>􀂃 Access your statements via our secured portal 24/7, reducing risk of identity theft. |  Opt out of receiving email and online communication via our secure porta","cbCaiomMRCWmJ4Bb","https://ap.wps.com/l/cbCaiomMRCWmJ4Bb","pdf",235096,2,3,"English","en",105,"# ABOUT THIS FORM\n## Tax residency\n## TIN\n## SUBMIT THIS COMPLETED FORM TO FUNDHOST\n# Current residence\n## Are you a tax resident of Australia?\n## Are you a tax resident of any other country?\n## Reason codes if no TIN provided","[{\"question\":\"Who must complete this tax declaration form?\",\"answer\":\"Individuals, joint account holders, controllers, and beneficial owners must complete it when tax status information has not previously been provided or when they are identified as a potential taxpayer of a country other than Australia.\"},{\"question\":\"What is collected under CRS and FATCA and where is it reported?\",\"answer\":\"The form collects tax status information, including tax residency details and tax identifiers. 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