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Rationalisation of legacy life and funds products presentation
Published on 17 Feb 06 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
What is product rationalisation and why is it necessary? This presentation covers the issues and problems including an overview of IFSA proposed process for product rationalisation; the impact of rationalisation on trusts, life products, superannuation and IDPS.
Author profile
Andrew Mills CTA-Life
Andrew Mills, CTA-Life, is Chair of the Financial Reporting Council Australia, Acting Chair of the Board of Tax, Principal Fellow at Melbourne University Law School and a member of the ANU’s Tax and Transfer Policy Institute Advisory Board and the Executive Committee of IFA Australia Branch among other roles. Previously, Andrew was the Second Commissioner, Law Design & Practice, at the Australian Taxation Office from 2013–2019.
Andrew has over 40 years’ experience in taxation, including periods in the ATO, commerce and the tax profession. Andrew was a Director (Partner) at Greenwoods & Freehills for more than 20 years and managing director of the firm from 2006 to 2011. Andrew was President of The Tax Institute in 2006–2007 and is a former Governor of the Taxation Research Foundation. Andrew holds qualifications in Business and Law and is a Chartered Taxation Adviser (Life), a Fellow of CPA Australia, a Graduate member of the Australian Institute of Company Directors and a Fellow of the Governance Institute of Australia.
- Current at
06 January 2026
This was presented at 2006 Financial Services Taxation Conference: From every angle .
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