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Domestic and outbound asset management paper

Published on 10 Feb 11 by NATIONAL DIVISION, THE TAX INSTITUTE

This paper covers:

  • new managed investment trust regime - opportunities and traps
  • CGT and MIT status
  • foreign source income - anti-deferral rules.

Author profile:

Kenneth Woo CTA
Ken is a Partner in the Sydney office of PwC and has over 20 years experience in financial services, with a particular focus on asset management and superannuation. His clients include well-known global and domestic fund managers, boutique and hedge funds. Ken is the asset management tax leader of the Australian firm and in this role is involved in Australian tax reform as well as global developments and initiatives in the Asia region. Current at 17 February 2011
 

This was presented at 2011 Financial Services Taxation Conference.

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