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TOFA wealth management and life insurance implications paper

Published on 08 Feb 08 by NATIONAL EVENTS, TAXATION INSTITUTE OF AUSTRALIA

This paper covers:

  • product issues
    • implications for holders of financial products (CIVs, investment linked policies, other life insurance policies)
    • treatment relative to substitute products (including TRS, indexed and protected products)
    • implications for providers
  • corporate issues
    • consolidation interactions.

Author profile

Jeremy Hirschhorn CTA
Jeremy Hirschhorn was appointed to act in the role of Second Commissioner in December 2018. He has overall responsibility for the ATO’s Client Engagement Group, which fosters willing participation in Australia’s tax and super systems through well-designed client experiences. Jeremy has more than 20 years' experience in roles managing complex tax matters. As Deputy Commissioner of Public Groups & International from April 2015, Jeremy was responsible for ensuring that the largest Australian and multinational companies were meeting their corporate tax obligations, and providing the Australian community with confidence that these large companies were being held to account. Jeremy also worked as Chief Tax Counsel, with responsibility for the provision of the ATO’s legal advice in relation to interpretation of the tax and super laws, when he joined the ATO in August 2014. Prior to joining the ATO, Jeremy was a senior partner in KPMG’s tax practice. Jeremy holds a Bachelor of Commerce and Bachelor of Laws from the University of NSW. He is a Chartered Tax Adviser and Chartered Accountant. - Current at 19 November 2020
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This was presented at 2008 Financial Services Conference .

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