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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

Kirsten Fish CTA
Photo of author, Kirsten FISH Kirsten is Chief Tax Counsel at the ATO. She joined the ATO in December 2014 as Deputy Chief Tax Counsel (North). Kirsten is one of the highest legal authorities within the ATO, providing technical leadership in relation to significant tax issues, cases and rulings. Prior to joining the ATO, Kirsten was a tax Partner at Clayton Utz with a focus on the financial services industry and providing finance and investment transaction advice. She has won a number of awards, including being named ‘Rising Star’ in Tax (2013) in the Euromoney LMG Australasian Women in Business Law Awards, and was voted by peers as one of Australia’s Best Lawyers in Tax in 2013. - Current at 22 May 2017
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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

Materials from this session:

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

Materials from this session:

Innovative capital raisings

Author(s):  Vik KHANNA

Materials from this session:

Developments in cross border financial transactions - advisor responds

Author(s):  Andrew MILLS

Materials from this session:

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