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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:

Bill is Head of GST for the AMP group of companies and prior to AMP’s demerger in 2003 was global head of Indirect Tax. Bill has 22 years experience in GST and VAT and for the past 16 years has specialised in advising businesses in the financial services sector. Bill’s tax career started as a VAT Officer with Customs & Excise before moving on to Ernst & Young and KPMG and then onto AMP in the UK in 1999.
Current at 28 August 2006 Current at 18 September 2012 Click here to expand/collapse more articles by Bill PACKWOOD.
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 25 September 2007 Current at 25 September 2007


This was presented at 2006 National GST Intensive: Taking the reins on GST .

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

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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