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Tax issues in a bear market: Assets side presentation


Have we seen it all before? This presentation examines the tax issues emerging for financial institutions and their clients from the credit crunch, falling asset values, distressed debt and mergers - what have we seen before and what is new this time around? Issues covered in this presentation include:

  • compromise of debts
  • debt forgiveness rules and application to purchased debt
  • debt/equity swaps
  • loss duplication
  • unwinding of complex derivatives and securities lending transactions
  • implications in terms of debt/equity characterisation.

Author profile

Allan Blaikie CTA
Allan formerly headed up the Clayton Utz National Taxation Team. With over 40 years’ experience including over a decade as a Chartered Accountant, Allan advises leading Australian and international companies and high net worth individuals on a broad range of international and domestic tax matters. Allan has been involved in the successful conduct of several landmark Australian tax cases particularly in the area of tax treaty interpretation. He has also led large multi-disciplinary teams in the conduct of Australian and international tax audits and reviews. Allan also provides oversight on large taxation engagements undertaken by corporate tax departments, auditors etc. His practice also extends to undertaking sensitive matters for governments and government authorities in the area of taxation. - Current at 04 January 2018


This was presented at Financial Services Taxation Conference 2009 .

Get a 20% discount when you buy all the items from this event.

Individual sessions

TOFA and hedging

Author(s):  Mathew UMINA

Materials from this session:

Tax issues in a bear market: Assets side

Author(s):  Allan BLAIKIE

Materials from this session:

Financial services tax update

Author(s):  Antoinette ELIAS

Materials from this session:

Managing TOFA, implementation and ongoing–Tax Office perspective

Author(s):  Ross BROOKES

Materials from this session:

Walking the wire-The Australian economy in 2009

Author(s):  Michael BLYTHE

Materials from this session:

Further details about this event:


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