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Fund distributions – Changing landscape paper

Published on 12 Apr 11 by VICTORIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • fund distributions and MIT reform – A changing landscape
  • background to the proposed new tax system for MITs
  • a new tax system for managed investment trusts (ANTSM).

Author profiles:

Dale Judd CTA
Dale is a Financial Services Partner with Ernst & Young specialising in tax. Dale has over 25 years experience in providing taxation advice and compliance support for many of Australia's largest financial services organisations. Specific areas of expertise include working with clients around legislative and tax policy changes such as TOFA. MIT reform, FATCA and the IMR regime. Dale also works closely with funds around year end distribution processes together with managing tax risk and achieving good tax governance. Dale is noted particularly for his deep industry experience in both the insurance and asset management sectors. He is highly valued by his clients for working to provide commercial solutions in the context of complex tax laws. Completed: 19/06/2013 11:09 MHOUGH Current at 28 September 2012 Click here to expand/collapse more articles by Dale JUDD.
 
Jessica Springall CTA
Jessica is a Senior Consultant at Ernst & Young. Current at 04 March 2011
Individual sessions

Outbound investment by MITs

Author(s):  Stephen O'Flynn

Materials from this session:

Inbound investment

Author(s):  Toby EGGLESTON

Materials from this session:





Further details about this event:

 

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