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Product rationalisation presentation


This presentation covers:

  • product rationalisation
  • life insurance
  • managed funds
  • superannuation funds
  • other tax issues
  • practical and implementation issues
  • methods of restructure
  • member inequity
  • system and implementation considerations.

Author profiles:

Tony Mulveney
Tony is the Partner in Charge of KPMG’s New South Wales Tax Practice and is also responsible for the Managed Investments Practice. Tony advises on a wide range of issues affecting unit trusts, superannuation entities and their custodians. Tony has assisted both funds management and superannuation clients in developing tax-effective strategies to rationalise/merge their products. Tony is a member of the expert panel assisting the Government-appointed Board of Taxation in their review of the taxation laws applying to managed funds. Current at 03 September 2010
Louisa VAN

This was presented at 2010 Financial Services Taxation Conference.

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Individual sessions

Preference shares and nonshare equity

Author(s):  Monica JORDAN

Materials from this session:

St George Bank case update

Author(s):  Deborah HASTINGS

Materials from this session:

Tax accounting issues affecting the financial services industry

Author(s):  David L WILLIAMS,  Stef MASON

Materials from this session:

Division 230 and equity interests

Author(s):  Euan CAMPBELL

Materials from this session:

Division 974 and limited recourse debt

Author(s):  Euan CAMPBELL

Materials from this session:

Paragraph 177EA(17)(ga)

Author(s):  Peter WALMSLEY

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