Important Information

Please Note

This information does not take into account personal objectives, financial situation and needs. It is essential that you read the relevant Product Disclosure Documentation and other disclosure documents and you consider seeking independent professional advice before making any decision or otherwise acting upon information contained or referred to on this website.

Target Market Determinations

From 5 October 2021, this page will include the Target Market Determinations for TPT Wealth financial products.

A Target Market Determination is a document created by TPT Wealth which describes:

  • the class of customers within the target market for the product;​
  • any conditions or restrictions on how the product can be distributed to customers;​
  • events or circumstances that will require TPT Wealth to review the Target Market Determination for a financial product; and​
  • (for some products) the information that distributors must provide TPT Wealth.

We’re required to have Target Market Determinations under the Treasury Laws Amendment (Design and Distribution Obligations and Product Intervention Powers) Act 2019. This is to make sure we’re keeping customers at the centre of our approach to the design and distribution of our financial products.

Foreign Resident Tax Reporting

In July 2017, the Australian Government implemented the Common Reporting Standard (CRS) in order to reduce tax evasion. This means a change in the way that financial account information of foreign tax residents is collected, reported on and shared.

TPT Wealth is now required to identify and report the accounts of foreign tax residents to the Australian Tax Office (ATO), who then share this information with relevant international tax authorities.

We’ll be reviewing existing accounts for indications of customers that may be a tax resident in another country and if we think we need more information from you, we’ll be in touch. You’ll now also need to provide tax residency information when opening any new TPT Wealth accounts in future.

We’ll always continue to respect and protect your data privacy in line with our Privacy Policy and CRS regulations.

If you’d like more information, please get in touch or alternatively visit the ATO website.


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