Published on 08 Feb 08
by NATIONAL EVENTS, TAXATION INSTITUTE OF AUSTRALIA
This paper covers:
deferred purchase agreements
ATO rulings (a long time in coming) and industry response
issues for issuers
capital protect products update:
market practice and product design changes post 1 July 2007
emerging issues - "integration" of "arrangements".
Jonathan Harrex CTA
Jonathan has been Tax Director at Citigroup since 2009 and is responsible for all Australian and New Zealand tax matters. Previously he was at KPMG, and then Australian tax head at JP Morgan Chase & Co. he has significant practical experience considering the taxation, potential anti-avoidance, and franchise risk aspects of transactions including retail financial products, investment banking M&A transactions, and structured finance transactions. He has had the various pleasures of settling tax controversies with the ATO, appearing before the GAAR panel, and also litigation Current at 05 February 2014
The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.
All materials provided on this site are protected by copyright and are owned by or licensed to TTI.
Except as expressly permitted by TTI or the copyright owner, any person or company who uses this site must not use, reproduce, redistribute, retransmit, publish or otherwise transfer, or commercially exploit, the materials or any information, software or other content, in whole or in part, which is available through this site.