Reports & Disclosures

Product Disclosure Statements

TPT Income Funds PDS and SPDS

Investment Growth Funds PDS

TPT At Call Fund PDS

TPT At Call Fund Additional Information Booklet

Target Market Determinations

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.

Entities or persons engaging in Retail Product Distribution Conduct under the Product Design and Distribution Obligation laws must report information outlined in Target Market Determinations within a specified timeframe to Product Issuers. If you are looking to report information to TPT Wealth, please email your information to Reporting@tptwealth.com.au

Guides & Policies

Financial Services Guide

Financial Services Guide – Advice

Financial Services Guide – Trustee Services

Credit Guide

Privacy Policy

Beneficiaries’ Guide – Estate Administration

TPT Wealth Complaints Policy

Data Handling and Electronic Verification Statement

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.

More information
What is a tax resident?

Each country has different rules around tax residency, these rules can be based on the time you spend in the country, if you live there or if you work there.

When do I provide my tax resident information?

Whenever you open a new account, or we ask you to provide it. Remember to let us know if your foreign tax resident circumstances change so we can keep the ATO up to date.

What information will I be asked for?

Details of each country you are a tax resident in and your Tax Identification Number (TIN) for each country. Your TIN may be called something else in other countries, learn more here.

How do I provide the required information or update my details?

You can either call us on 1300 138 044 or drop into a Tasmanian Perpetual Trustees branch.


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

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