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Tax Management of the Client Investment Portfolio presentation

Published on 02 Apr 04 by NATIONAL EVENTS, TAXATION INSTITUTE OF AUSTRALIA

The important aspects of a range of current financial investments and their tax treatment are examined in this presentation including:
- absolute return and hedge funds
- emerging markets funds and private equity
- hybrid securities
- exchange trade funds
- warrants.

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 18TH NATIONAL CONVENTION: FOUNDATIONS FOR THE FUTURE.

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

Individual sessions







Winding up a Company

Author(s):  Allan W BLAIKIE

Materials from this session:



Dissolving a Partnership

Author(s):  David W MARKS

Materials from this session:




Developments in the Taxation of Trusts and Beneficiaries

Author(s):  Terry MURPHY

Materials from this session:





SMEs Going Offshore - Chart Your Course

Author(s):  Ross SELLER

Materials from this session:

Further details about this event:

 

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