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Demergers and capital management update paper

Published on 20 May 21 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers an overview of some key tax issues observed on recent and anticipated capital management transactions.

Author profiles

Simon Jenner CTA
Simon is a Partner in the Financial Services Tax practice at EY, specialising in banking and capital markets. Simon has over 24 years’ experience advising large corporates on a variety of tax issues, including capital management, capital raisings, mergers, acquisitions, disposals and the application of the tax consolidation regime. He has also advised extensively on the application of the taxation of financial arrangements rules. - Current at 11 February 2021
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Andrew Sharp
Andrew is a Partner in the Transaction Tax team at EY, focused on M&A, as well as fund establishment and design. Andrew has over 14 years’ experience advising domestic fund managers on the raising of funds, as well as assisting foreign and domestic investors on the tax implications of transacting in Australia. - Current at 11 February 2021
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This was presented at NSW 13th Annual Tax Forum .

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