The Wealth Declaration Form is a crucial document required under Austrian law for various financial and legal purposes. It is commonly used when establishing new banking relationships, during significant financial transactions, in tax reporting, or when required by regulatory authorities. The form must be completed with detailed information about all assets, including bank accounts, real estate, investments, business interests, and valuable possessions, both within Austria and abroad. This declaration is particularly important in the context of Austria's strict banking and tax compliance requirements, including international agreements on financial transparency and anti-money laundering regulations. The document serves as a formal statement of an individual's financial position and is often required by financial institutions, tax authorities, and other official bodies for verification and compliance purposes.
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1. Personal Information: Individual's details including full name, date of birth, tax identification number, residential address, and citizenship status
2. Tax Residency Status: Declaration of tax residency status including all countries where tax is paid
3. Income Sources: List of all regular income sources including employment, self-employment, pensions, and investment income
4. Bank Accounts and Cash: Details of all bank accounts, savings accounts, and cash holdings both within Austria and abroad
5. Real Estate Holdings: Information about all owned real estate properties, including location, value, and ownership percentage
6. Investment Portfolio: List of all financial investments including stocks, bonds, mutual funds, and other securities
7. Insurance and Pension Products: Details of life insurance policies, private pension plans, and their respective values
8. Declaration of Completeness: Formal statement confirming the completeness and accuracy of provided information
9. Signature Section: Space for date, signature, and witness attestation if required
1. Business Ownership: Section for declaring ownership in companies, partnerships, or sole proprietorships - required if the individual has business interests
2. Trust and Foundation Interests: Details of any trust or foundation relationships, whether as settlor, beneficiary, or trustee - included if applicable
3. Cryptocurrency Holdings: Declaration of cryptocurrency and digital assets - required if the individual holds such assets
4. Valuable Movable Assets: Section for declaring high-value items like vehicles, art, jewelry - included if total value exceeds reporting threshold
5. Foreign Assets Declaration: Detailed section for foreign assets subject to special reporting requirements - required if foreign assets are held
6. Debt and Liabilities: Section listing all significant debts and financial obligations - included if relevant to net wealth calculation
1. Schedule A - Bank Account Details: Detailed listing of all bank accounts including account numbers, banks, and current balances
2. Schedule B - Real Estate Documentation: Detailed information about each property including registration numbers and recent valuations
3. Schedule C - Investment Portfolio Details: Itemized list of all investment holdings with current market values
4. Schedule D - Business Interests: Detailed breakdown of business ownership including company registration numbers and shareholding percentages
5. Appendix 1 - Supporting Documents Checklist: List of required supporting documents such as bank statements, property titles, and company certificates
6. Appendix 2 - Tax Authority Declarations: Specific forms required by Austrian tax authorities for international reporting
Relevant legal definitions
Clauses
Relevant Industries
Financial Services
Legal Services
Banking
Wealth Management
Tax Advisory
Compliance
Private Banking
Real Estate
Investment Management
Professional Services
Relevant Teams
Legal
Compliance
Wealth Management
Private Banking
Risk Management
Tax Advisory
Client Services
Regulatory Reporting
Anti-Money Laundering
Financial Control
Relevant Roles
Private Banker
Wealth Manager
Tax Consultant
Compliance Officer
Legal Counsel
Financial Advisor
Risk Manager
Client Relationship Manager
Tax Attorney
Portfolio Manager
Trust Officer
Regulatory Reporting Specialist
Anti-Money Laundering Officer
Account Manager
Financial Controller
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