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.
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 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
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