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Investment manager regime paper

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Published on 15 Feb 12 by NATIONAL DIVISION, THE TAX INSTITUTE

This paper covers:

  • the three elements of reform
  • the outline of an IMR
  • government announcement - December 2010 - FIN 48 - First element
  • government announcement - January 2011 - Interim IMR - Second element
  • the release of exposure draft legislation - 16 August 2011
  • final element of the investment manager regime - 16 December 2011.

Author profiles

Richard Snowden CTA
Photo of author, Richard SNOWDEN Richard is a tax partner at Mallesons Stephen Jaques and has over 25 years experience in the application of taxation law to the financial services and funds management sectors. He is the adviser to a number of major domestic and foreign financial institutions and been actively involved with Treasury on the recent legislative changes. He is a member of the Law Council of Australia and the NSW Law Society Tax Committees. - Current at 30 September 2011
Philip Barlin CTA
Philp Barlin, FTIA, is currently Executive Manager Taxation at the Commonwealth Bank. He has 25 years of experience in the taxation field both in professional firms and corporates. Philip is currently chair of the First State Colonial tax working group and has for many years specialised in the taxation aspects of the wealth management industry. - Current at 05 April 2012
Click here to expand/collapse more articles by Philip BARLIN.

 

This was presented at 2012 Financial Services Taxation Conference .

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Individual sessions

Infrustructure finance and funding reform

Author(s):  Flavio Romano

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Investment manager regime

Author(s):  Richard SNOWDEN,  Philip BARLIN

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Recent GST issues affecting the financial services industry

Author(s):  Michael PEREZ

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Superannuation and tax considerations

Author(s):  Jeremy Cooper

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Tax litigation

Author(s):  David BLOOM

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Carbon tax

Author(s):  Joanne DUNNE,  Grant WARDELL-JOHNSON

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Islamic financing

Author(s):  Bill TESTA

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The impact of the new capital and liquidity requirements (banking)

Author(s):  Emanuel HIOU

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Structured retail financial products

Author(s):  Jonathan HARREX,  Tim KYLE

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NIFO hedging under TOFA - Practical considerations

Author(s):  Kane Nicholson

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TOFA Part 1 - The accruals and financial reports methods

Author(s):  Matt OSMOND

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Recent GST issues affecting the financial services industry

Author(s):  Marc JOHNSTON

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Reportable tax position schedule

Author(s):  Judy MORRIS

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Managed investment trusts

Author(s):  Dudley Heywood,  Andrew MILLS

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Cases update

Author(s):  Cameron RIDER

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Tax consolidation changes past, present and future

Author(s):  Simon JENNER,  Tony STOLAREK

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Infrastructure financing

Author(s):  Teresa DYSON

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