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Offshore Portfolio Investment presentation

Member Price: Free
Non Member Price: $15.00

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 22 Jul 03 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers the following issues:
- why is the balanced portfolio exemption the focus of foreign investment fund (FIF) reform?
- why are superannuation entities getting a carve out from FIF?
- the FIF exemption for funds management activities
- Australia as a global centre for funds management
- should we now be using different structures?

Author profile

Michael Brown
Michael is Head of Tax at MLC, National Australia Bank's Wealth Management Division. Prior to joining MLC in 2002 he spent eight years at BT Financial Group where he was Chief Tax Counsel. He is Chairman of the Investment and Financial Services Association's Tax Working Group, Chairman of its Product Rationalisation Group and a member of their Economic, Savings and Tax Committee. Michael has been a key participant in the recent discussions with APRA, ASIC and the Treasury concerning product rationalisation. - Current at 19 March 2004
Click here to expand/collapse more articles by Michael BROWN.

 

This was presented at International Masterclass .

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Individual sessions

Proposed Reform of the Controlled Foreign Company Measures

Author(s):  Zorach DISKIN

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Offshore Portfolio Investment

Author(s):  Michael BROWN

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Outward Investments

Author(s):  Alf CAPITO

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The New Foreign Resident Withholding Regime

Author(s):  Christopher CATT

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Foreign Hybrids.

Author(s):  Neil BILLYARD

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Foreign Currency Gains and Losses - a whole new regime

Author(s):  Tony FROST

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Australia's New Treaty Policy: Noise or Music?

Author(s):  Richard J VANN

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