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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:

Author Photo - Antoinette Elias CTA
Antoinette Elias CTA
Antoinette is the Oceania Sector Leader for Asset Management and is a Tax Partner in EY’s Financial Services Group with over 28 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 is heavily involved in the consultation process regarding the unprecedented level of policy changes and proposed tax rules facing the industry such as the development of the new system for managed investment trusts (MIT). Current at 18 October 2013
 

This was presented at 2014 Financial Services Taxation Conference.

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