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BEPS for banks and insurance companies paper

Published on 08 Feb 17 by NATIONAL DIVISION, THE TAX INSTITUTE

This paper covers:

  • hybrid mismatch rules
  • the Australian DPT
  • the multilateral instrument - a game changer?
  • thin capitalisation, CFC and cash box rules for banks and insurers.

Author profiles

Jayde Thompson
Jayde Thompson is a Director in PwC’s Global Tax Practice with over 10 years experience as a corporate tax adviser, specialising in international tax, M&A, cross-border related party arrangements and tax policy considerations. Jayde advises foreign investors structuring their Australian investments and Australian multinational companies expanding offshore. Jayde spent two years in New York advising US multinational companies and has also worked with the Board of Taxation on various policy considerations such as the recently legislated hybrid mismatch rules. - Current at 13 May 2019
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Peter Collins FTI
Peter Collins, FTI, is a Partner at PwC with 25 years experience as a specialist in global tax, assisting foreign investors structuring their Australian investments and Australian corporates expanding offshore. He works with the firm’s global tax network to develop solutions for clients and is a member of the International Tax executive, which allows him to provide a unique global perspective. He is a consultant to Treasury in relation to tax reform in the areas of international tax and transfer pricing, including the MAAL/DPT and a member of the Treasury’s BEPS Tax Advisory Group. Peter was heavily involved in the rewrite of the Australian transfer pricing rules; he appeared before the Senate Estimates Committee to object to the retrospective application of those rules to US companies. He represented PwC before the Senate inquiry in relation to corporate tax avoidance by multinational companies. - Current at 01 November 2018
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Matt OSMOND
Matt is a tax Director with PricewaterhouseCoopers in Melbourne, specialising in banking and financial services. He recently returned from working in the Banking & Capital Markets tax group of PricewaterhouseCoopers in London and was involved in a wide range of corporate tax matters including taxation of financial instruments, loan relationships, derivative contracts and foreign exchange gains and losses.

Current at 24 January 2003

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This was presented at 2017 Financial Services Taxation Conference .

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

Individual sessions

Recent cases and rulings

Author(s):  Joanne DUNNE,  Sarah Sapuppo,  Wendy Lim,  Nick Batten,  Antonella Schiavello

Materials from this session:

Transfer pricing and financial services organisations

Author(s):  Michael JENKINS,  Dianna Govan,  Christine Cornish

Materials from this session:

Automatic exchange of information and the common reporting standard from the perspective of Australian financial institutions

Author(s):  Anthony Siouclis,  Fred LAW

Materials from this session:

Division 6c

Author(s):  Siew-Kee CHEN,  Terry MURPHY

Materials from this session:

Perspectives: Future directions in corporate tax

Author(s):  Michelle DE NIESE,  Miranda STEWART

Materials from this session:

Areas of focus for the financial services industry

Author(s):  Jeremy HIRSCHHORN

Materials from this session:


Latest on the superannuation and related tax issues (large funds)

Author(s):  Bevan Grace

Materials from this session:

Branch attribution

Author(s):  Julian PINSON

Materials from this session:



BEPS for banks and insurance companies

Author(s):  Peter COLLINS,  Matt OSMOND,  Jayde THOMPSON

Materials from this session:

The Board of Taxation

Author(s):  Ann-Maree Wolff

Materials from this session:

Further details about this event:

 

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