In 2018, the tax rules for investment funds changed. The good news is that most private investors will not have to pay more tax following the reform. The most important facts at a glance:
For many investors, the pre-determined flat rate tax was already effective for the first time at the beginning of 2019. In 2021, fund savers can also expect a debit on their current or settlement account due to "fund taxation". Our video explains what the flat rate rate is and how it works: