Published on 11 Feb 10
by NATIONAL DIVISION, THE TAX INSTITUTE
This paper covers:
- major income taxation matters to consider
- life insurance companies
- managed funds
- superannuation funds
- practical and implementation issues.
Tony is the Partner in Charge of KPMG’s New South Wales Tax Practice and is also responsible for the
Managed Investments Practice. Tony advises on a wide range of issues affecting unit trusts, superannuation entities
and their custodians. Tony has assisted both funds management and superannuation clients in developing tax-effective
strategies to rationalise/merge their products. Tony is a member of the expert panel assisting the Government-appointed
Board of Taxation in their review of the taxation laws applying to managed funds.
- Current at
03 September 2010