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Tax issues in a bear market: Assets side presentation

Member Price: Free
Non Member Price: $15.00

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Published on 12 Feb 09 by NATIONAL DIVISION, THE TAX INSTITUTE

Have we seen it all before? This presentation examines the tax issues emerging for financial institutions and their clients from the credit crunch, falling asset values, distressed debt and mergers - what have we seen before and what is new this time around? Issues covered in this presentation include:

  • compromise of debts
  • debt forgiveness rules and application to purchased debt
  • debt/equity swaps
  • loss duplication
  • unwinding of complex derivatives and securities lending transactions
  • implications in terms of debt/equity characterisation.

Author profile

Allan Blaikie CTA
Allan formerly headed up the Clayton Utz National Taxation Team. With over 40 years’ experience including over a decade as a Chartered Accountant, Allan advises leading Australian and international companies and high net worth individuals on a broad range of international and domestic tax matters. Allan has been involved in the successful conduct of several landmark Australian tax cases particularly in the area of tax treaty interpretation. He has also led large multi-disciplinary teams in the conduct of Australian and international tax audits and reviews. Allan also provides oversight on large taxation engagements undertaken by corporate tax departments, auditors etc. His practice also extends to undertaking sensitive matters for governments and government authorities in the area of taxation. - Current at 04 January 2018

 

This was presented at Financial Services Taxation Conference 2009 .

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Individual sessions

Hedging workshop

Author(s):  Julian HUMPHREY

Materials from this session:

TOFA and hedging

Author(s):  Mathew UMINA

Materials from this session:

Tax issues in a bear market: Assets side

Author(s):  Allan BLAIKIE

Materials from this session:

Tax issues in a bear market: Liabilities side presentation

Author(s):  Patrick BROUGHAN

Materials from this session:

Profit attribution to permanent establishments and transfer pricing following the Roche case

Author(s):  Nick HOUSEMAN

Materials from this session:

Financial services tax update

Author(s):  Antoinette ELIAS

Materials from this session:

Thin capitalisation including the impact of falling asset values

Author(s):  Paul BALKUS,  Daryl CHOO

Materials from this session:

Developments in the administration of promoter penalties

Author(s):  Bruce COLLINS

Materials from this session:

The capital revenue debate and the managed funds review

Author(s):  Andrew MILLS

Materials from this session:

Managing TOFA, implementation and ongoing–Tax Office perspective

Author(s):  Ross BROOKES

Materials from this session:

Managing TOFA, implementation and ongoing–The TOFA countdown has begun

Author(s):  Neil WARD

Materials from this session:

Annual compliance arrangements

Author(s):  Stephen GREEN

Materials from this session:

Superannuation update

Author(s):  Shayne CARTER

Materials from this session:

TOFA for the clients of financial institutions

Author(s):  David LINKE

Materials from this session:

TOFA–The international dimension

Author(s):  Tony FROST

Materials from this session:

Walking the wire-The Australian economy in 2009

Author(s):  Michael BLYTHE

Materials from this session:

Further details about this event:

 

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