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Taxation of deferred purchase agreements paper

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".

Author profile:

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 Click here to expand/collapse more articles by Jonathan HARREX.
 

This was presented at 2008 Financial Services Conference.

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