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Managed investment trusts: Where are we now? presentation

Published on 18 Feb 15 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • background to the proposed attribution MIT regime
  • existing MIT regimes
  • overview of proposed attribution regime.

Author profiles:

Brendan O'Brien CTA
Brendan is the Head of Tax for AMP Capital, covering business and global fund structures. He is responsible for fund structures housing assets in excess of $140 billion, including real estate, infrastructure, fixed income and equities asset classes. Brendan has more than 15 years tax experience, focussing on financial services and international tax. Brendan is an active member of the Financial Services Council Tax Expert Group. Current at 05 September 2014
 
John Kirkness
John is the Head of Tax for AMP Financial Services and has over 25 years' experience in the taxation of financial services entities. John is responsible for the life insurance, superannuation, advisory and distribution areas of AMP's business, including tax compliance, mergers and acquisitions, investment, transfer pricing, product development, and unit pricing. John is a member of the Tax Experts Group of the Financial Services Council and the Life Insurance Tax Working Group of the FSC and is active in lobbying Government and Federal Treasury in relation to income tax developments and policy. Current at 05 September 2014 Click here to expand/collapse more articles by John Kirkness.

Peter Oliver CTA
Peter is a Partner in the Financial Services Group at KPMG. Peter advises clients on corporate matters, mergers and acquisitions and cross-border transactions, within the financial services sector, particularly insurance, life insurance and funds management. Peter has extensive experience advising on structuring international and domestic funds and advising both fund managers and institutional investors. Peter is also heavily involved in industry consultation with Treasury and the ATO on life insurance and wealth management tax issues, both through his membership of the FSC's Life Insurance Tax Working Group and on behalf of clients. Current at 05 September 2014

This was presented at 2015 Financial Services Taxation Conference.

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

Individual sessions


The politics of tax reform in Australia

Author(s):  John Hewson

Materials from this session:


Managed investment trusts: Where are we now?

Author(s):  John Kirkness,  Brendan O'Brien,  Peter Oliver

Materials from this session:





ATO reinvention & managing disputes post independent review

Author(s):  Deborah HASTINGS

Materials from this session:





Further details about this event:

 

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