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Our tax expertise for banks, insurance companies and funds

LeitnerLeitner has been providing tax advice in connection with capital market products and financial services providers for many years. As an investor or issuer, you benefit from the significant expertise of your contact persons, the close connection between science and practice, and our interdisciplinary approach.

The spectrum of capital market products is unlimited and ranges from traditional investments (funds and certificates) to crypto assets. Each case involves finding the right tax package for a capital market product. These challenges apply equally to the portfolios of private investors and the range of products offered by banks, insurance companies and investment companies. Therefore our services range from tax-related suitability checks for financial products destined for the Austrian market to automated tax reporting, on-going capital gains tax compliance for banks and tax compliance for classic and alternative investment funds. Our experts assist you using an efficient and pragmatic approach. Working quickly and efficiently, we provide you with tailored solutions.

Our services

  • Tax assessment and structuring of classic and derivative capital market products
  • Advice, structuring and compliance for classic and alternative investment and real estate funds and their initiators
  • Development and use of innovative financial technologies
  • Advice for crypto assets
  • Support for banks and insurance companies regarding special tax issues (corporate tax, capital gains tax, fees and VAT)
  • KESt Hotline, training and workshops for private banking
  • Advice for questions related to the automated exchange of information, FATCA and DAC6
  • On-going tax advice and tax compliance for banks
  • Support with complex company audits and appeal proceedings
We for you
Sabine Kirchmayr-Schliesselberger
Tax Advisor | Professor at the University of Vienna | Of Counsel
Tatjana Polivanova-Rosenauer
Tax Advisor | Partner | Shareholder
Events — 09.11.2023
International VAT Expert Academy 2023
Events — 25.04.2023
Good Morning CEE - Transfer pricing update for Austria, Croatia, Czech Republic, Hungary, Serbia, Slovakia and Slovenia
Events — 03.03.2023
EU Excise duty 2023 - Selling alcohol in the EU
News — 01.02.2023
Austrian Mineral oil tax exemption for supply of fuel to aviation companies
Newsletter — 19.01.2023
VAT Newsletter - fourth quarter 2022
Newsletter — 04.11.2022
Cum-Ex-Trades and withholding tax refund
Newsletter — 28.10.2022
VAT newsletter - third quarter 2022
Newsletter — 08.09.2022
International Taxation - August 2022
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