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Managing tax unit pricing paper


This paper covers:

  • allocation of franking credits and other tax benefits
  • preserving equity between different generations of investors
  • calculating compensation for unit pricing errors
  • discounting and other timing issues
  • managing differences between current tax, unit pricing and regulatory reporting systems
  • allocation methodology in non-unitised products.

Author profile:

David GLEN
David is Tax Counsel for TOWER Australia, and is responsible for managing the tax affairs of the TOWER Group in Australia. He is also a member of the Tax Working Group of the Investment and Financial Services Association. David has over 20 years experience in the provision of taxation, accounting and strategic advice to the financial services industry in Australasia and Asia. David is a qualified solicitor, chartered accountant, and holds a post graduate diploma in taxation law.
Current at 12 December 2006
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This was presented at 2005 Financial Services Taxation Conference: Risky Business.

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