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GST issues and wealth management presentation

Published on 06 Sep 12 by NATIONAL DIVISION, THE TAX INSTITUTE

This presentation provides a practical walk through some of the considerations in the wealth management industry and highlight some of the more important issues in an industry that incorporates a number of aggregated financial services.

Areas covered in this presentation include:

  • life insurance
  • recent experiences
  • M&A activity
  • new financial regulations.

Author profiles:

Amelia O'Rourke
Current at 18 September 2012
 
Bill PACKWOOD
Bill is Head of GST for the AMP group of companies and prior to AMP’s demerger in 2003 was global head of Indirect Tax. Bill has 22 years experience in GST and VAT and for the past 16 years has specialised in advising businesses in the financial services sector. Bill’s tax career started as a VAT Officer with Customs & Excise before moving on to Ernst & Young and KPMG and then onto AMP in the UK in 1999.
Current at 28 August 2006 Current at 18 September 2012 Click here to expand/collapse more articles by Bill PACKWOOD.

 

This was presented at 2012 National GST Intensive .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Joint keynote address

Author(s):  James O'HALLORAN,  Robert OLDING

Materials from this session:


GST issues and wealth management

Author(s):  Bill PACKWOOD,  Amelia O'Rourke

Materials from this session:












GST ruling system in practice

Author(s):  Mark L ROBERTSON

Materials from this session:

Further details about this event:

 

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