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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:

Author Photo - Antoinette Elias CTA
Antoinette Elias CTA
Antoinette is the Oceania Sector Leader for Asset Management and is a Tax Partner in EY’s Financial Services Group with over 28 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 is heavily involved in the consultation process regarding the unprecedented level of policy changes and proposed tax rules facing the industry such as the development of the new system for managed investment trusts (MIT). Current at 18 October 2013

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

Materials from this session:

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