Skip to main content
shopping_cart

Your shopping cart is empty

TOFA wealth management and life insurance presentation

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

This presentation 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
Jeremy is a Partner in KPMG’s Tax Practice, with approximately 15 years experience in the financial services sector, and general and life insurance in particular, and has advised on most of the major industry transactions of the last decade. Jeremy has been heavily involved in industry consultation on tax consolidation and is a frequent speaker on both industry issues and tax consolidation more broadly. Jeremy is a member of the IFSA Life Insurance Taxation Working Group, as well as being Chair of the Taxation Institute’s NSW Technical Committee.
Current at 9 February 2009 Current at 14 May 2009 Click here to expand/collapse more articles by Jeremy HIRSCHHORN.
 

 

This was presented at 2008 Financial Services Conference .

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

Individual sessions

The litigation lottery

Author(s):  David BLOOM

Materials from this session:






Tax risk management - the view from the boardroom

Author(s):  Richard WARBURTON

Materials from this session:









Further details about this event:

 

Copyright Statement
click to expand/collapse