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Funds management case study


This case study covers:

  • trustee expenses
  • pre-establishment costs
  • creditable acquisitions and apportionment methodologies
  • multi party arrangements
  • unit pricing and differential pricing.

Author profiles

David Graham ATI
John is the Partner in charge of Deloitte’s GST Practice in Australia. He has 17 years experience advising on global VAT/GST planning and compliance with a particular focus over the years in the financial services sector where he has advised some of the largest financial services companies in the world. Most of Jon’s career has been based in the UK where he held a variety of roles including VAT Inspector with HM Revenue and Customs and in-house VAT Manager with Hambros Bank in London. - Current at 12 December 2007
Bill Packwood
Bill is Head of GST for the AMP group and has been with the group for the last 13 years. During the last 13 years, AMP has faced significant GST issues including the demerger of its European operations, financial services reforms in 2004, the introduction of Member Advice Fees and more recently, the merger with AXA and the restructure of its funds management business. The current regulatory environment is particularly dynamic with major changes to advice networks and superannuation reform with the added complexity of GST law changes, all of which make for challenging times ahead. - Current at 27 August 2012
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This was presented at 2006 National GST Intensive: Taking the reins on GST .

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Individual sessions

Funds management case study

Author(s):  Jon GRAHAM,  Bill PACKWOOD

Materials from this session:

Minor mistakes, major problems

Author(s):  Gary FUNSTON

Materials from this session:

GST administration issues

Author(s):  Kevin O'ROURKE

Materials from this session:

What is the nature of a supply?

Author(s):  Roderick CORDARA

Materials from this session:

Cross-border services: Everyday issues?

Author(s):  Rebecca MILLAR

Materials from this session:

Further details about this event:


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