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Taxation of life insurance companies – Reflections on the 2000 reforms paper

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Published on 21 Feb 14 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers:

  • background to the reform of life insurance taxation
  • observations
  • effect of Division 320 on revenue projections/collections
  • the 2004 reforms.

Author profiles

Patrick Grob CTA
Patrick Grob, CTA, is a Partner in Deloitte’s Financial Services Tax practice and Queensland market leader in their Tax Management Consulting practice, specialising in tax strategies, tax risk management, tax technology solutions and tax transformation projects. Patrick brings a practical and commercial approach to working with clients. He has over 20 years of financial services experience working within corporate group tax teams in Australia and the UK. Prior to joining Deloitte in 2015, Patrick was Head of Tax at Suncorp, where he had responsibility for all tax compliance, reporting and advisory obligations across Australia and New Zealand. - Current at 28 February 2024
Click here to expand/collapse more articles by Patrick Grob.
Jeremy Hirchhorn
Jeremy is a Partner in KPMG’s Tax Practice, with almost 20 years experience in the financial services sector across bank and non-bank participants. Jeremy has been heavily involved in industry consultation across tax and non-tax issues and is a frequent speaker on industry issues generally. Jeremy is a member of the FSC Life Insurance Taxation Working Group, as well as a member and former Chair of The Tax Institute’s NSW Technical Committee.
Current at 10 December 2013

 

This was presented at 2014 Financial Services Taxation Conference .

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Author(s):  Kristen DEARDS,  Sarah Stevens

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Taxation of life insurance companies – Reflections on the 2000 reforms

Author(s):  Patrick Grob,  Jeremy Hirchhorn

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Recent cases

Author(s):  Joanne DUNNE,  Juliette Mason,  James Patto

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