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Passive Offshore Investments

Published on 07 Aug 2008 | Took place at Crowne Plaza, Parramatta, NSW

Part of the Breakfast Club series, this event was also held on the 5th of August 2008 at Swissotel Sydney.

Australian investors are increasingly looking offshore for investment opportunities, but the complexity of navigating local tax issues, and the flow-on to their Australian tax returns, remains a major issue for most.

With increased ATO scrutiny in this area, are you sure you are treating foreign investments correctly? Are you ready for the major changes to foreign tax offset and foreign loss rules which start from 1 July this year?

This event considered the major tax issues that arise from passive offshore innvestments. Additionally a tax update was given.

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

Individual sessions

Passive offshore investments

Author(s):  Peter BEMBRICK

This presentation gives practical insights into the major tax issues that arise for passive offshore investments including:

  • foreign tax offsets - use it or lose it
  • foreign loss availability - the new opportunity
  • overview of the ATO's offshore investment focus - some of the things that attract their attention, and tips in dealing effectively with ATO queries
  • a brief overview of the Foreign Investment Fund (FIF) regime, navigating the available exemptions and the consequences of FIF attribution.
Materials from this session:

August tax update

Author(s):  Geeta MENON This presentation gives an update on recent tax developments.

Materials from this session: