Published on 29 Aug 01
by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
This paper discusses Australian income tax issues associated with portfolio investments in shares in foreign companies, by an Australian resident taxpayer with no other presence overseas.
Bill is a Partner in the specialist Financial Services Tax Group of PricewaterhouseCoopers, Sydney. He has over 20 years experience in providing taxation services to the financial services industry and is currently responsible for a portfolio of banks, fund managers and other financial services clients. He has extensive knowledge of the financial services industry and related tax issues, and is an acknowledged expert on OBUs. Bill has also been involved in liaising between the industry and the ATO/Treasury on tax reform issues relevant to financial services.
- Current at
30 September 2011