15 Sep 97 |
Issue: Issue 6 97/98
A number of Australian mutual life insurance companies have either demutualised or are in the process of demutualisation. In preparing 1997 income tax returns for policy holders of demutualised organisations the tax implications vary depending on whether policy holders take cash or shares and will vary depending on the tax residency of the policy holder.
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Mark is a consultant to Pitcher Partners Melbourne. Mark specialises in advising privately owned businesses, and has been an active participant for over 10 years in various ATO forums concerning professional practices. He is currently an external participant member of the ATO’s Professional Firms Working Group. Mark is a regular presenter for The Tax Institute, CPA Australia, the Institute of Chartered Accountants in Australia and the Law Institute of Victorian on professional practice matters.
- Current at
30 June 2015