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Structured retail financial products paper

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

This paper covers:

  • market overview
  • increased ATO activity
  • developments with DPAs
  • absolute entitlement band-aid
  • capital protected borrowings
  • managed funds over SRFPs.

Author profiles

Jonathan Harrex
Jonathan has been Tax Director at Citigroup since 2009 and is responsible for all Australian and New Zealand tax matters. Previously he was at KPMG, and then Australian tax head at JP Morgan Chase & Co. he has significant practical experience considering the taxation, potential anti-avoidance, and franchise risk aspects of transactions including retail financial products, investment banking M&A transactions, and structured finance transactions. He has had the various pleasures of settling tax controversies with the ATO, appearing before the GAAR panel, and also litigation - Current at 05 February 2014
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Tim Kyle
Photo of author, Tim KYLE Tim is a Director of Greenwoods & Herbert Smith Freehills, based in the Sydney office. He advises clients on a wide range of income tax matters, including mergers and acquisitions, capital management, cross-border dealings, market value issues, audits and tax litigation. - Current at 25 September 2017
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This was presented at 2012 Financial Services Taxation Conference .

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Structured retail financial products

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