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Transfer pricing issues in a financial services organisation presentation

Published on 19 Mar 04 by NATIONAL EVENTS, TAXATION INSTITUTE OF AUSTRALIA

This presentation covers the following topics:
- intellectual property in a Financial Services organisation: What is it? How do you price it?
- is a CCA an appropriate pricing method? If so, when?
- case study to illustrate the transfer pricing and related income and withholding tax issues.

Author profiles:

Author Photo - Paul Balkus
Paul Balkus
Paul is the co-leader of Ernst & Young’s Oceania Transfer Pricing practice. He has over 20 years experience in the field of tax and transfer pricing including significant experience in servicing clients across most industries including financial services, mining and resources, pharmaceutical and fast moving consumer goods. Paul has been involved in all aspects of transfer pricing including advance pricing arrangements, dispute resolution, planning and documentation. More specifically, Paul’s experience has included addressing transfer pricing issues in connection with inter-company arrangements involving supply chain restructuring arrangements, global funds management, credit and performance guarantees, global trading and intercompany financing. Current at 02 June 2014 Click here to expand/collapse more articles by Paul BALKUS.
 
Damian Preshaw CTA
Damian Preshaw is a transfer pricing specialist with more than 20 years' experience in transfer pricing in both the private sector and with the ATO. Prior to establishing Damian Preshaw Consulting Pty Ltd in October 2015, Damian was a director in KPMG's Transfer Pricing Services Group in Melbourne. In this capacity, Damian advised a wide variety of multinational clients on transfer pricing and profit attribution issues with a special focus on dispute resolution, financial services and business restructuring. Prior to joining KPMG, Damian was an international tax counsel in the ATO's Transfer Pricing Practice in Canberra and was an Australian delegate to the OECD's Working Party No.6 (Taxation of Multinational Enterprises) from 1994 to 2003. Damian represents The Tax Institute on the ATO's Division 815 Working Group. Current at 23 March 2016 Click here to expand/collapse more articles by Damian PRESHAW.

This was presented at 2004 Financial Services Taxation Conference: A Brave New World.

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