Published on 10 May 13
by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE
This presentation covers:
- setting the scene – a short introduction to life companies and what they do
- the background to reform
- were the revenue projections realised?
- mechanisms adopted in Division 320
- some current “hot spots”:
- Division 320
- lessons from Division 320.
Patrick Grob, CTA, is a Partner in
Deloitte’s Financial Services Tax practice
and Queensland market leader in their
Tax Management Consulting practice,
specialising in tax strategies, tax risk
management, tax technology solutions
and tax transformation projects. Patrick
brings a practical and commercial
approach to working with clients. He
has over 20 years of financial services
experience working within corporate
group tax teams in Australia and the UK.
Prior to joining Deloitte in 2015, Patrick
was Head of Tax at Suncorp, where he
had responsibility for all tax compliance,
reporting and advisory obligations
across Australia and New Zealand.
- Current at
01 November 2018
Jeremy is a Partner in KPMG’s Tax Practice, with almost 20 years experience in the financial services sector across bank and non-bank participants. Jeremy has been heavily involved in industry consultation across tax and non-tax issues and is a frequent speaker on industry issues generally. Jeremy is a member of the FSC Life Insurance Taxation Working Group, as well as a member and former Chair of The Tax Institute’s NSW Technical Committee.
Current at 10 December 2013