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Tax issues in a bear market: Assets side presentation

Published on 12 Feb 09 by NATIONAL DIVISION, THE TAX INSTITUTE

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 Blaikie FTIA is based in Sydney and is the Head of Clayton Utz’s National Taxation Team. With 35 years experience (including over a decade as a chartered accountant), Allan has advised extensively on a broad range of taxation matters. His clients include both Australian and international companies and organisations. He has presented numerous papers on taxation matters, both here and overseas. He has been involved in the conduct of Part IVA appeals as well as in appearances before the Part IVA Panel - Current at 06 May 2009
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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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