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Developments in Life Insurance seminar paper


This seminar paper covers the following topics:
- practical implications of the Division 320 technical amendments
- identifying and managing life insurance company issues under a consolidation regime
- implications of tax reform for product development and rationalisation
- unresolved issues for life insurance companies.

Author profiles:

Shez is Head of Group Tax for ING Australia responsible for taxation advice, tax risk management and tax reporting for the Group. Prior to joining ING Shez was a Senior Manager with PricewaterhouseCoopers both in Sydney and London advising a number of major Life Insurance and Funds management clients. Shez is a member of the IFSA Tax Committee and has worked on a number of submissions affecting the Life and Funds Management Industry.
Current at 19 March 2004 Current at 19 November 2004
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 2004 Financial Services Taxation Conference: A Brave New World .

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

Individual sessions

Product Rationalisation

Author(s):  Michael BROWN

Materials from this session:

ATO Approach to Compliance

Author(s):  Ashley KING

Materials from this session:

Managing the Consolidations Process

Author(s):  Liz TROMANS,  Sonia MORRIS

Materials from this session:

Superannuation Update

Author(s):  Stephen ROBERTS

Materials from this session:

Further details about this event:


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