Unified for New Opportunities - Australia - New tax forms for Clearstream Europe AG clients

In relation to the initiative Unified for New Opportunities, Australia is part of the pilot market activation wave planned in December 2025.

Between December 2025 (pilot market activation wave) and end of 2026 (final market activation wave), Clearstream Europe AG¹ clients holding 6-series accounts will then gradually be able to move their securities to CEU or Clearstream Banking S.A. (CBL) accounts.

For Australian market, CEU will offer the same level of tax service as CBL. Therefore, to allow clients to already prepare the required certification for their CEU account, clients are requested to refer to the following:

• Market Taxation Guide – Australia for the procedures and full certification requirements. The Market Taxation Guide – Australia for CEU clients will be published in due course but as CEU will offer the same level of tax services as CBL, CEU clients may refer to the CBL tax guide until the CEU tax guide has been published. 
• Tax Forms - use the newly created CEU tax forms (attached to this Announcement) to certify CEU accounts for the purpose of obtaining relief at source.

Impact on clients

Clients migrating their assets from 6-series to CEU accounts or settling new Australian securities in their CEU accounts must submit Australian tax certification as follows in order to document their CEU account for tax purposes:

• 6-series account not certified: Submit the new CEU tax forms as per the documentation requirements described in the Market Taxation Guide – Australia; or
• 6-series account already certified: Submit a request for duplication of tax certification from their existing 6-series account to their new CEU account, as per duplication process, which will be described in the "Overall Client Impacts" to be published soon.

Clients can start the certification process immediately to allow a smooth treatment by tax operational team and avoid the risk of not being certified when onboarding new securities and must ensure to provide their certificates/duplication requests if possible by the date of the activation or no later than the deadline applicable for relief at source of the first income payment to which it applies For the usual certification deadlines, please refer to the Market Taxation Guide – Australia.   

Further information

For further information, clients may contact the project via UNO@clearstream.com or their Relationship Officer.

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1. This Announcement is published by Clearstream Europe AG (CEU), registered office at Mergenthalerallee 61, 65760 Eschborn, Germany, registered with the Commercial Register of the District Court in Frankfurt am Main, Germany, under number HRB 7500.