Do I need to file anything with the tax office?

For our German offering: No, you will not be required to file any documents related to the account transfer with the German tax office.

For our Austrian offering: The transfer to the new Scalable must be reported to the Austrian tax office via FinanzOnline until 7 January 2026. Otherwise, the transfer may be treated as a deemed sale, which could result in capital gains tax of 27.5% on unrealised gains.
To support you with the tax filing via FinanzOnline, we will provide you with a report prepared by KPMG on 18 December 2025.

Scalable Capital does not provide tax advice. Please check the Austrian Website for more details.