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Australian equity holdings and use of derivatives – A commercial reality podcast

Published on 10 Sep 20 by NATIONAL DIVISION, THE TAX INSTITUTE

This podcast covers commercial rationale for the use of derivatives, and a tax expert on the tax law's reaction.

Author profiles

Steven Carew
Steven is JANA's Chief Investment Officer, which involves him focusing on developing JANA’s investment strategy advice, the delivery of superior investment returns for clients and how good investment ideas from our research programme can be implemented effectively. He also consults to several of JANA’s large advisory funds and sits on a number of internal committees. Prior to joining JANA in 1998, he was a consultant at Macquarie Bank, where he was involved in establishing the investment advisory practice in the Melbourne office for a high net worth individual client base. Between 1993 and 1997, Steven was employed with master trust manager Wilson Dilworth Limited. Steven holds a Bachelor of Commerce Degree with Honours in Economics from the University of Melbourne, a Graduate Diploma of Applied Finance from the Financial Services Institute of Australia, a Graduate Diploma in Accounting from Monash University and a Masters degree in Applied Finance from Macquarie University. Steven was the Chair of the ASFA Investment Sub-Committee between 2008 and 2013. - Current at 12 August 2020
Jonathan Woodger

 

This was presented at 2020 National Superannuation Online Conference .

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