shopping_cart

Your shopping cart is empty

Managing tax unit pricing paper

Member Price: $57.00
Non Member Price: $75.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
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 03 Mar 05 by NATIONAL EVENTS, TAXATION INSTITUTE OF AUSTRALIA

This paper covers:

  • allocation of franking credits and other tax benefits
  • preserving equity between different generations of investors
  • calculating compensation for unit pricing errors
  • discounting and other timing issues
  • managing differences between current tax, unit pricing and regulatory reporting systems
  • allocation methodology in non-unitised products.

Author profile

David GLEN
David is Tax Counsel for TOWER Australia, and is responsible for managing the tax affairs of the TOWER Group in Australia. He is also a member of the Tax Working Group of the Investment and Financial Services Association. David has over 20 years experience in the provision of taxation, accounting and strategic advice to the financial services industry in Australasia and Asia. David is a qualified solicitor, chartered accountant, and holds a post graduate diploma in taxation law.
Current at 12 December 2006
Click here to expand/collapse more articles by David GLEN.

 

This was presented at 2005 Financial Services Taxation Conference: Risky Business .

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

Individual sessions

Corporate governance in the financial services industry: tax specific

Author(s):  Michael BERSTEN

Materials from this session:

IFRS: tax implications for the financial services industry and TOFA

Author(s):  Tony FROST

Materials from this session:

Managing tax unit pricing

Author(s):  David GLEN

Materials from this session:

Consolidating tax consolidation

Author(s):  Rowan MACDONALD

Materials from this session:

GST compliance - future directions

Author(s):  Steve VESPERMAN,  Tony LONG

Materials from this session:

Stamp duty

Author(s):  Peter GREEN

Materials from this session:

Managing tax risk in an international tax group

Author(s):  Stephen GREEN

Materials from this session:

The new international tax regime

Author(s):  Jason CHANG

Materials from this session:

Managing capital in a financial services environment

Author(s):  Bryan DAVIES

Materials from this session:

International Financial Reporting Standards

Author(s):  Ross GOUDIE

Materials from this session:

Retail banking update

Author(s):  Michael BARBOUR,  Larry MAGID

Materials from this session:

Further details about this event:

 

Copyright Statement