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Income tax considerations of financial investments presentation

Published on 09 Sep 04 by VICTORIAN DIVISION, THE TAX INSTITUTE

The important aspects of a range of current financial investments and their tax treatment are examined in this presentation. These include:
- dividend imputation
- the need to pass on franking credits
- interest on borrowings to buy back shares
- warrants
- absolute return and hedge funds
- emerging market funds and private equity
- hybrid securities
- exchange trade funds.

Author profile:

Stephen Carpenter CTA
Stephen, a tax partner with KPMG, has extensive experience advising Australian and foreign corporate groups on the Australian income tax issues associated with mergers, acquisitions, divestments, restructures and capital management strategies. Stephen is the leader of KPMG's tax practice in Melbourne. Current at 15 August 2013 Click here to expand/collapse more articles by Stephen CARPENTER.
 

This was presented at VICTORIAN/TASMANIAN STATE CONVENTION: TAX - A BALANCING ACT.

Get a 20% discount when you buy all the items from this event.

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