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Tax relevant products - current issues 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 17 Feb 06 by NATIONAL EVENTS, TAXATION INSTITUTE OF AUSTRALIA

This paer discusses within a banking context, the development of retail products with tax features, including:

  • current trends and issues
  • product development process
  • controls over marketing and risk management
  • implications of promoter legislation for front-office staff, back-office staff, including in-house tax advisers

Author profile

Phillip Cole
Phillip is Head of Tax, Australia and New Zealand at J.P.Morgan. He has spent nearly 20 years working in the internal tax functions at both Australian-based and foreign financial institutions, including eight years at the Commonwealth Bank of Australia. His experience covers the spectrum of tax issues affecting financial institutions with a particular focus on domestic banking issues, including extensive involvement in the TOFA reforms. Prior to corporate life, he spent seven years in chartered accounting. - Current at 13 February 2013
Click here to expand/collapse more articles by Phillip COLE.

 

This was presented at 2006 Financial Services Taxation Conference: From every angle .

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

Individual sessions

Interpreting and applying the tax regime in practice - a legal perspective

Author(s):  Jennifer DAVIES

Materials from this session:

Interpreting and applying the tax regime in practice - an ATO perspective

Author(s):  Ashley KING,  George HITTI

Materials from this session:

Taxation of financial arrangements

Author(s):  Neil WARD

Materials from this session:

Capital raising and the debt/equity borderline

Author(s):  Tony FROST

Materials from this session:

Indirect taxes and insurance products

Author(s):  Sonia SPIROPOULOS

Materials from this session:

Capital protected products

Author(s):  Jason KING

Materials from this session:

Rationalisation of legacy life and funds products

Author(s):  Andrew MILLS

Materials from this session:

Tax relevant products - current issues

Author(s):  Phillip COLE

Materials from this session:

The tax effects of IFRS for banks

Author(s):  Richard BUCHANAN

Materials from this session:

IFRS for insurers and fund managers

Author(s):  Grant PETERS

Materials from this session:

Distributions of excess capital

Author(s):  Geoff GIRVAN

Materials from this session:

Mergers and acquisitions in a post-consolidation world

Author(s):  Martin FRY

Materials from this session:

International tax reforms affecting the funds management industry

Author(s):  Greg LAZARUS

Materials from this session:

Developments impacting thin capitalisation for financial institutions

Author(s):  Jeff SHAW

Materials from this session:

Transfer pricing - practical issues in the Asia Pacific region

Author(s):  Agnes LINGANE

Materials from this session:

Managing tax risks in other jurisdictions arising from acquisitions

Author(s):  Neil BILLYARD

Materials from this session:

Australian taxation aspects of investment in Asia

Author(s):  Tony CLEMENS

Materials from this session:

Further details about this event:

 

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