Published on 19 Mar 04
by NATIONAL EVENTS, TAXATION INSTITUTE OF AUSTRALIA
This presentation covers the following topics:
- practical implications of the Division 320 technical amendments
- identifying and managing life insurance company issues under a consolidation regime
- implications of tax reform for product development and rationalisation
- unresolved issues for life insurance companies.
Shez is Head of Group Tax for ING Australia responsible for taxation advice, tax risk management and tax reporting for the Group. Prior to joining ING Shez was a Senior Manager with PricewaterhouseCoopers both in Sydney and London advising a number of major Life Insurance and Funds management clients. Shez is a member of the IFSA Tax Committee and has worked on a number of submissions affecting the Life and Funds Management Industry.
Current at 19 March 2004 Current at 19 November 2004
Jeremy is a Partner in KPMG’s Tax Practice, with approximately 15 years experience in the financial services
sector, and general and life insurance in particular, and has advised on most of the major industry transactions of the last
decade. Jeremy has been heavily involved in industry consultation on tax consolidation and is a frequent speaker on both
industry issues and tax consolidation more broadly. Jeremy is a member of the IFSA Life Insurance Taxation Working Group, as
well as being Chair of the Taxation Institute’s NSW Technical Committee.
Current at 9 February 2009 Current at 14 May 2009
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