Published on 22 Sep 04
by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
This presentation covers:
- the changes so far - increasing balanced portfolio exemption, super exemptions, etc. - what are the practical issues?
- the changes introduced - treaty changes for investors in trusts, WHT for rent, direct and indirect CGT exemptions for offshore investors - what systems and other changes are required and by when?
- the changes still to come - the broad 10% balanced portfolio exemption, how can we design a better FIF regime?
- interaction with other changes - what do the participation and exemption changes mean for FIF interests? What about other kinds of non-FIF foreign interests?
Philip Barlin CTA
Philp Barlin, FTIA, is currently Executive Manager Taxation at
the Commonwealth Bank. He has 25 years of experience in
the taxation field both in professional firms and corporates. Philip
is currently chair of the First State Colonial tax working group and
has for many years specialised in the taxation aspects of the wealth
management industry. Current at 05 April 2012
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