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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 FTIA joined Clayton Utz in 1986, and heads the firm’s taxation team. With 30 years experience (including over a decade as a chartered accountant), Allan’s advice is highly valued by leading Australian and international companies in the financial services and property sectors, as well as those in manufacturing and distribution. Allan has served on numerous Taxation Institute of Australia and government committees, is a frequent speaker at industry events, and has also published and lectured extensively.
Current at 11 February 2009 Current at 23 February 2009 Click here to expand/collapse more articles by Allan BLAIKIE.


This was presented at Financial Services Taxation Conference 2009 .

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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:

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