EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Limited, each of which is a separate legal entity. Ernst & Young Limited is a Swiss company with registered seats in Switzerland providing services to clients in Switzerland.
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Swiss Fund Tax Reporting
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Reporting taxable income is a legal requirement for foreign collective investment schemes authorized by the Swiss Financial Market Supervision Authority (FINMA). Working with a high-quality, efficient, tech-enabled fund tax reporting service provider will support your business and help position you ahead of the competition.
In recent years, fund tax reporting has evolved into an industry standard, applicable not only to retail funds but also to alternative investments. In response to the evolving landscape, distributors now prioritize funds that demonstrate full compliance with all tax regulations for investors. Doing so gives you a strategic advantage that allows you to expand your presence and appeal to Swiss investors.
EY has developed an integrated package of tax services to help asset managers and funds meet their tax obligations, mitigate risks and contain costs. Our asset management tax professionals are ready to work with you and provide EY services through our Global Tax Platform (GTP).
Our modular, flexible service package has been developed to address the challenges that the asset management tax function face. Our responsive and adaptable service models support your success in this transformative age. While some service providers claim to have technology that can tackle this specific challenge, EY offers end-to-end capabilities to support your worldwide tax function.
We believe an effective approach should be driven by technology, digital innovation, quality and continuous dialogue with the Swiss Federal Tax Administration. Using these key tools and applying all permissible calculation options to accurately carve out all tax-exempt capital gain items, you can create tangible value for your investors.
Our Swiss fund tax reporting team helps you fully comply with relevant requirements. We pursue an integrated and flexible operational service model and tailor our solutions to meet your unique needs. With EY as your service provider, you’ll be able to unlock the full potential of your venture.
Our latest thinking
BEPS Pillar II – What are the impacts on M&A transactions?
Since the beginning of this century, developments in international tax policy have accelerated significantly. The latest is the introduction of the OECD/G20 BEPS Pillar II, which aims to address base erosion and profit shifting by introducing a global minimum tax. Going forward, this will radically change the landscape for tax structuring as well as for certain domestic and cross-border M&A transactions.
Why five years of transforming tax and finance functions is paying off
New tax operating models in the last five years delivered value to businesses, EY survey shows. The next five years will add even more. Read more.
Five steps tax accounting teams can take for BEPS 2.0
With BEPS 2.0 due to come into force in late 2023/early 2024, tax accounting teams prepare for Pillar Two rules on global minimum taxation. Learn more.
How a global minimum tax will affect sustainability tax incentives
Multinationals and jurisdictions may need to rethink their sustainability tax incentives if countries adopt 15% global minimum tax rules. Learn more.
Death of an intermediary – how recent court decisions on VAT impact the financial sector
Find out more about the recent developments on securities intermediation services under Swiss VAT law, in particular for the banking and financial sector as well as external asset managers.
New Swiss transfer pricing guidance
Additional guidance offers insights into the treatment of transfer pricing adjustments in Switzerland and their tax impact.
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