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Rationalisation of legacy life and funds products presentation

Published on 17 Feb 06 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

What is product rationalisation and why is it necessary?  This presentation covers the issues and problems including an overview of IFSA proposed process for product rationalisation; the impact of rationalisation on trusts, life products, superannuation and IDPS.

Author profile:

Author Photo - Andrew Mills CTA-Life
Andrew Mills CTA-Life
Andrew commenced the role of Second Commissioner in March 2014. Andrew has overall responsibility for the ATO's law practice, including law interpretation, dispute resolution and the ATO's role in policy and law design. Andrew has over 30 years experience in taxation including periods in the ATO, commerce and the tax profession. Andrew was a Director of the specialist national tax firm, Greenwoods & Freehills for over 20 years and Managing Director of the firm from 2006 to 2011. Andrew was the 2006-2007 President of The Tax Institute, a Governor of the Taxation Research Foundation and also represented industry bodies across a number of sectors. Current at 18 May 2015 Click here to expand/collapse more articles by Andrew MILLS.
 

This was presented at 2006 Financial Services Taxation Conference: From every angle.

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