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Life insurance tax reform - Did it work? presentation


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
    • consolidation
  • TOFA
  • lessons from Division 320.

Author profiles:

Patrick Grob CTA
Patrick is Head of Group Tax at Suncorp. Patrick has nearly 20 years Financial Services tax and finance experience both in Australia and the UK. He has been providing tax advice and support to Suncorp's Life, Superannuation and Investment business for over 10 years, and has recently been made Suncorp's Head of Group Tax. Patrick is also a member of the FSC Life Insurance Technical Tax Working Group. Current at 16 October 2013
Jeremy Hirchhorn
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

This was presented at 2014 Financial Services Taxation Conference.

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

Individual sessions

FATCA - What is the state of play?

Author(s):  William BROWN

Materials from this session:

Liabilities – A changing world post TOFA

Author(s):  Euan CAMPBELL,  Andrew Hirst

Materials from this session:

Further details about this event:


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