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Rationalisation of legacy life and funds products paper

Published on 17 Feb 06 by NATIONAL EVENTS, TAXATION INSTITUTE OF AUSTRALIA

What is product rationalisation and why is it necessary?  This paper discusses issues and problems including an overview of IFSA proposed process for product rationalisation; the impact of rationalisation on trusts, life products, superannuation and IDPS.

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Author Photo - Andrew MILLS
Andrew MILLS
Andrew Mills FTIA (Life) is Managing Director of tax specialist firm Greenwoods & Freehills Pty Limited where he advises clients on a range of domestic and international tax issues, primarily in the financial services sector. His career spans over 25 years and includes periods in the Australian Taxation Office, as well as corporate and professional services organisations. Andrew was President of the Taxation Institute of Australia for 2006/2007 and is also a part time lecturer in the Masters of Law course at the University of Sydney in taxation. He is the Taxation Institute’s representative on Treasury’s Tax Treaties Advisory Panel and has spoken and written on international tax issues in a number of forums.
Current at April 2009
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This was presented at 2006 Financial Services Taxation Conference: From every angle .

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