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Mergers and acquisitions in financial services paper

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

This paper covers:

  • pre-sale dividends and Dick Smith
  • pre-sale dividends and ‘related payment’ rules
  • earnout arrangements
  • scrip for scrip rollover
  • tax sharing agreements and ‘clean exit’
  • foreign resident withholding obligations.

Author profile

David Wood CTA
David, CTA, is a Tax Partner in the Melbourne office of King & Wood Mallesons. He has more than 34 years experience in providing tax advice and conducts a varied practice which covers all aspects of revenue law. David has particular experience in advising on financial services and financial transactions, including innovative financial products, derivatives, securitisations and infrastructure projects. David also advises on mergers and acquisitions, international taxation, tax audits, the conduct of tax litigation, stamp duty and GST. - Current at 17 March 2016
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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:


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:


Macro economic outlook and implications for taxation

Author(s):  Shane Oliver

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:

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