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ISSUER Namely correspondence and inquiries to:GPO Box 3993 Sydney NSW 2001 Tel: 1800 182 257 (within Must) Tel: +61 9290 9600 (outside Must) Fax: +61 2 9279 0664 centuriainvestor.com.AU enquiry@centuriainvestor.com.auFULL

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How to fill out automatic-exchange-of-information-aeoi-self-certification

01

Obtain the self-certification form from the relevant financial institution or tax authority.

02

Fill out all the required fields on the form, including personal information such as name, address, date of birth, and tax identification number.

03

Provide information about your tax residency status and any relevant tax identification numbers from other jurisdictions.

04

Sign and date the form to certify that the information provided is accurate and complete.

05

Submit the completed form to the financial institution or tax authority as directed.

Who needs automatic-exchange-of-information-aeoi-self-certification?

01

Individuals who maintain financial accounts and assets in foreign countries may need to fill out an automatic exchange of information (AEOI) self-certification form to comply with tax reporting requirements.

02

Financial institutions may also require their customers to provide a self-certification form to comply with international tax transparency standards.

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What is automatic-exchange-of-information-aeoi-self-certification?

Automatic exchange of information (AEOI) self-certification is a process by which financial institutions are required to collect information regarding their clients' tax residency status and report it to the tax authorities.

Who is required to file automatic-exchange-of-information-aeoi-self-certification?

Financial institutions, including banks, investment firms, and insurance companies, are required to file automatic exchange of information (AEOI) self-certification.

How to fill out automatic-exchange-of-information-aeoi-self-certification?

To fill out automatic exchange of information (AEOI) self-certification, financial institutions must collect information from their clients about their tax residency status and report it to the tax authorities using the specified form or online portal.

What is the purpose of automatic-exchange-of-information-aeoi-self-certification?

The purpose of automatic exchange of information (AEOI) self-certification is to combat tax evasion by providing tax authorities with information about individuals' financial accounts held abroad.

What information must be reported on automatic-exchange-of-information-aeoi-self-certification?

Information such as the client's name, address, tax identification number, and tax residency status must be reported on automatic exchange of information (AEOI) self-certification.

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