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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 joined the ATO in August 2014, and since March 2015 has been the Deputy Commissioner for Public Groups in the Public Groups and International Business line. In this role he is responsible for overseeing tax administration and compliance for all public entities. Before taking on this role, he was the ATO's Chief Tax Counsel with responsibility for the Tax Counsel Network. Prior to joining the ATO, Jeremy was a senior partner in KPMG's Tax Practice. Current at 21 April 2016 Click here to expand/collapse more articles by Jeremy HIRSCHHORN.
 

This was presented at 2008 Financial Services Conference.

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