Your shopping cart is empty

Investment manager regime presentation


This presentation covered:

  • three elements of reform
  • part of the broader suite of changes (MIT, withholding tax,deemed capital treatment, CIV review)
  • strong funds management skill base ($1.8 trillion)
  • only 3.4% of funds under management in Australia is foreign sourced
  • Australia seeks to be a financial centre to capture growth in Asia
  • most major financial centres offer an IMR.

Author profiles

Richard Snowden CTA
Photo of author, Richard SNOWDEN Richard is a tax partner at Mallesons Stephen Jaques and has over 25 years experience in the application of taxation law to the financial services and funds management sectors. He is the adviser to a number of major domestic and foreign financial institutions and been actively involved with Treasury on the recent legislative changes. He is a member of the Law Council of Australia and the NSW Law Society Tax Committees. - Current at 30 September 2011
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
Click here to expand/collapse more articles by Philip BARLIN.


This was presented at 2012 Financial Services Taxation Conference .

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

Individual sessions

Infrustructure finance and funding reform

Author(s):  Flavio Romano

Materials from this session:

Recent GST issues affecting the financial services industry

Author(s):  Michael PEREZ

Materials from this session:

Tax litigation

Author(s):  David BLOOM

Materials from this session:

Reportable tax position schedule

Author(s):  Judy MORRIS

Materials from this session:

Cases update

Author(s):  Cameron RIDER

Materials from this session:

Further details about this event:


Copyright Statement
click to expand/collapse