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Retail financial products presentation


This presentation covers:

  • recent developments in retail products
  • capital protected products
  • issues for superannuation funds
  • TOFA.

Author profile:

Author Photo - Kirsten FISH
Kirsten FISH
Kirsten is a Senior Associate of Clayton Utz, specialising in advising a range of clients on the taxation of retail structured products. Kirsten’s experience includes advising on a number of listed and unlisted equity derivative products including warrants, protected lending products, structured options, CFDs and DPAs, managed investment schemes and employee share schemes. Kirsten’s practice involves working with the client in structuring and documentation, and obtaining product rulings and private binding rulings from the ATO.
Current at April 2008 Current at 21 February 2013 Click here to expand/collapse more articles by Kirsten FISH.


This was presented at 2007 Financial Services Taxation Conference: Financial Services Unleashed .

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Individual sessions

Infrastructure and property investment - taxpayer's and ATO perspectives

Author(s):  Simon CLARK,  Christopher HOOD

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Revenue losses and capital gains

Author(s):  John W DE WIJN

Materials from this session:

Retail financial products

Author(s):  Kirsten FISH

Materials from this session:

Promoter penalties and financial product providers - a provider's perspective

Author(s):  Glenn HUNTER

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Innovative capital raisings

Author(s):  Vik KHANNA

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Developments in cross border financial transactions - advisor responds

Author(s):  Andrew MILLS

Materials from this session:

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