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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.

Author profile

Andrew Mills CTA-Life
Photo of author, Andrew MILLS Andrew has overall responsibility for the ATO’s law practice, including law interpretation, dispute resolution and the ATO’s role in policy and law design. Andrew has more than 30 years of experience in taxation, including periods in the ATO, commerce and the tax profession. Andrew was a Director at Greenwoods & Freehills for more than 20 years and managing director of the firm from 2006–11. Andrew was President of The Tax Institute in 2006–07, is a former Governor of the Taxation Research Foundation and also represented industry bodies across a number of sectors. He holds a Bachelor of Business, a Master of Laws and a Graduate Diploma in Tax Law. Andrew is a Chartered Taxation Adviser (Life) of The Tax Institute, a member of the International Fiscal Association and a graduate of the Australian Institute of Company Directors. - Current at 17 October 2017
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This was presented at 2006 Financial Services Taxation Conference: From every angle .

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