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Structured retail financial products paper

Published on 15 Feb 12 by NATIONAL DIVISION, THE TAX INSTITUTE

This paper covers:

  • market overview
  • increased ATO activity
  • developments with DPAs
  • absolute entitlement band-aid
  • capital protected borrowings
  • managed funds over SRFPs.

Author profiles:

Jonathan HARREX
Jonathan is Deputy Tax Director of Citigroup in Australia and has responsibility for Australian taxation aspects of all structured financial products issued by Citigroup. He has been involved in the processes around the issue of Tax Office Rulings in relation to Deferred Purchase Agreements and also the consultation with Treasury in relation to Capital Protected Products.
Current at 18 December 2007 Current at 18 December 2007 Click here to expand/collapse more articles by Jonathan HARREX.
 
Author Photo - Tim KYLE
Tim KYLE

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This was presented at 2012 Financial Services Taxation Conference .

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Tax litigation

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Reportable tax position schedule

Author(s):  Judy MORRIS

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Cases update

Author(s):  Cameron RIDER

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