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Financial services tax update presentation


This presentation addresses:

  • Division 6C amendments
  • withholding tax changes
  • rights issues post McNeil
  • St George Bank Case
  • DPAs and CGT
  • R&D outcomes (Cutler review)
  • tax controversy update.

Author profile

Antoinette Elias CTA
Photo of author, Antoinette ELIAS Antoinette Elias, CTA, is the Oceania Sector Leader for Wealth & Asset Management and is a Tax Partner in EY’s Financial Services Group with over 33 years’ experience as a tax adviser. Antoinette has extensive experience in advising on the tax issues facing custodians, managed investment trusts, fund managers, superannuation funds and hedge funds. In particular, Antoinette has been and continues to be heavily involved in the consultation process regarding the unprecedented level of policy changes and proposed tax rules facing the financial services industry such as the development of the IMR Rules, the AMIT Rules and the proposed ARFP and CCIV rules. - Current at 18 June 2018


This was presented at Financial Services Taxation Conference 2009 .

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Individual sessions

TOFA and hedging

Author(s):  Mathew UMINA

Materials from this session:

Tax issues in a bear market: Assets side

Author(s):  Allan BLAIKIE

Materials from this session:

Financial services tax update

Author(s):  Antoinette ELIAS

Materials from this session:

Managing TOFA, implementation and ongoing–Tax Office perspective

Author(s):  Ross BROOKES

Materials from this session:

Walking the wire-The Australian economy in 2009

Author(s):  Michael BLYTHE

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