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Capital Protected Retail Investment Products presentation

Published on 28 Feb 03 by NATIONAL EVENTS, TAXATION INSTITUTE OF AUSTRALIA

This presentation includes:
- Overview of the types of products currently available on the market
- Overview of the methodology employed in delivering capital protection for some of these products
- Discussion of the tax implications of investments in these products
- Discussion of the ATO's views on these products

Author profile:

Jamie MARLEY
Jamie is a Senior Manager in the structured finance division of Macquarie Bank's Investment Banking Group. He has been involved in the development of a range of Macquarie's retail investment products and has played an important role in dealings with the ATO in relation to those products. More recently, Jamie has been involved in taking some of the technology to overseas markets. Prior to joining Macquarie Bank, Jamie worked in the PricewaterhouseCoopers tax division, both in Australia and overseas.
Current at June 2003
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This was presented at Beyond Tax Reform - Financial Services Taxation Conference.

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