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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
Amelia is a Director in Deloitte’s Indirect Tax practice, with over 16 years’ experience in advising on GST with a specialist focus on financial services. Before her consulting roles, Amelia worked for five years in indirect tax advisory roles at Macquarie Group and Westpac. In the public sector, Amelia worked in the ATO and Treasury for 10 years including as a member of the original team that designed and drafted Australia’s GST law. She performed the role of Assistant Commissioner responsible for liaison between the ATO, Treasury and the Parliament, and has also worked in the Assistant Treasurer’s office and the Indirect Tax policy group in Treasury. Current at 28 July 2016
 
Bill Packwood
Bill is Head of GST for the AMP group and has been with the group for the last 13 years. During the last 13 years, AMP has faced significant GST issues including the demerger of its European operations, financial services reforms in 2004, the introduction of Member Advice Fees and more recently, the merger with AXA and the restructure of its funds management business. The current regulatory environment is particularly dynamic with major changes to advice networks and superannuation reform with the added complexity of GST law changes, all of which make for challenging times ahead. Current at 27 August 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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