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M&A in financial services paper

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Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 07 Feb 18 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers:

  • demergers
  • stapled groups
  • special dividends and schemes of arrangement.

Author profiles

Paul Abbey
Photo of author, Paul ABBEY Paul is a Partner in the Corporate Tax group of PwC in Melbourne and has over 30 years experience advising local and international clients on income tax issues. - Current at 29 May 2019
Click here to expand/collapse more articles by Paul ABBEY.
Jeannelle Menezes
Jeanelle works for Allens Arthur Robinson. - Current at 05 May 2009
Click here to expand/collapse more articles by Jeanelle MENEZES.

 

This was presented at 2018 Financial Services Taxation Conference .

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Individual sessions

M&A in financial services

Author(s):  Paul ABBEY,  Jeanelle MENEZES

Materials from this session:

Mandatory disclosure rules & reporting

Author(s):  Karen PAYNE

Materials from this session:

Residence – Central management & control

Author(s):  Stuart Dall,  Bob DEUTSCH,  Richard EVANS

Materials from this session:

The ATO’s approach to significant financial services tax issues

Author(s):  Jeremy HIRSCHHORN

Materials from this session:

Mergers and acquisitions in financial services

Author(s):  David WOOD

Materials from this session:

Macro economic outlook and implications for taxation

Author(s):  Shane Oliver

Materials from this session:

Restructures, turnarounds and insolvency

Author(s):  Julian PINSON,  Christopher Hill

Materials from this session:

Life and superannuation accounting update

Author(s):  Kieren Cummings,  Matina Moffitt

Materials from this session:

Transfer pricing post Chevron

Author(s):  Julian HUMPHREY,  Tim Keeling

Materials from this session:

Australian tax treatment of foreign investments by Australian collective investment vehicles

Author(s):  Brad Ivens,  Jessica Hall

Materials from this session:

Practical issues for interest withholding tax and section 128F

Author(s):  Ian KELLOCK,  Bronwyn KIRKWOOD

Materials from this session:

Diverted profits tax

Author(s):  Alia Lum

Materials from this session:

GST and financial services - The looming battleground

Author(s):  Amelia O’Rourke

Materials from this session:

Australia’s hybrid mismatch rules: Application and interactions

Author(s):  Manu SRISKANTHARAJAH

Materials from this session:

Tax transparency initiatives – The current state of play

Author(s):  Chris Vanderkley,  Helen Kelly

Materials from this session:

Stapled groups

Author(s):  Andrew Hirst

Materials from this session:

Further details about this event:

 

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