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Tax deferred distributions presentation

Published on 19 Feb 14 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • overview of the issue and impacts
  • next steps to resolve?
  • summary of ATOID 2011/58
  • practical application with examples
  • Treasury and governments views
  • case law analysis of conduit theory of trusts and
  • Division 6 as an exclusive code
  • other policy interaction.

Author profile

Antoinette Elias CTA
Photo of author, Antoinette ELIAS Antoinette Elias, CTA, is the Oceania Sector Leader for Wealth & Asset Management and is a Tax Partner in EY’s Financial Services Group with over 33 years’ experience as a tax adviser. Antoinette has extensive experience in advising on the tax issues facing custodians, managed investment trusts, fund managers, superannuation funds and hedge funds. In particular, Antoinette has been and continues to be heavily involved in the consultation process regarding the unprecedented level of policy changes and proposed tax rules facing the financial services industry such as the development of the IMR Rules, the AMIT Rules and the proposed ARFP and CCIV rules. - Current at 18 June 2018

 

This was presented at 2014 Financial Services Taxation Conference .

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