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2016 Financial Services Taxation Conference

Published on 18 Feb 2016 | Took place at Surfers Paradise Marriott Resort & Spa, Gold Coast, NSW

Materials from this event are currently being uploaded, when all materials are available this message will be removed.

Australia’s leading financial services tax conference, this event:

  • covered recent developments of relevance to our industry, including sessions on the Chevron case, M&A, debt equity, the changes to MIT rules and to OBUs and recent cases
  • provided an opportunity to critically examine issues that are of continuing relevance to financial services tax practitioners including thorny issues in leasing, source, interest deductibility and establishing the strength of a position.

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Individual sessions

Employee share schemes - Current tax issues and trends

Author(s):  Ian KELLOCK

This paper covers:

  • the 2015 amendments
  • current issues - indeterminate rights
  • current issues - employee remuneration trusts
  • current issues - employee share trusts
  • current issues -ASIC class orders.
Materials from this session:

The IMR investment manager regime

Author(s):  Karen PAYNE

This paper covers:

  • IMR background, evolution and current state, including IMR 1, 2 and 3
  • background reviews
  • the IMR concessions – element 3
  • what is an IMR entity?
  • IMR financial arrangement
  • direct investments
  • IMR widely held entities
  • indirect investment through an independent fund manager.
Materials from this session:

Why the economy needs tax reform

Author(s):  Chris RICHARDSON

This presentation covers:

  • Australia’s future productivity challenge
  • has arrived sooner than Treasury expected …
  • and China is only part way through a tricky transition
  • Australia's challenge
  • taxing smarter
  • the 'how' of tax reform
  • taxes drive prosperity, spending drives fairness.
Materials from this session:

Steps in developing a tax position: Statutory interpretation and the taxpayer’s onus of proof

Author(s):  Helen Symon

This paper covers:

  • statutory interpretation
  • taxpayer’s onus of proof.
Materials from this session:

Tax transparency: International developments

Author(s):  Claudio Cimetta

This presentation covers:

  • tax transparency
  • business to government
  • business to public
  • government to government.
Materials from this session:

Tax transparency: An Australian perspective

Author(s):  Grant WARDELL-JOHNSON

This presentation covers:

  • conceptual & historical
  • pros and cons of transperancy
  • ETB & RTP
  • treaties, TIEAs, CRS & FATCA
  • tax tansparency code & website.
Materials from this session:

Financial services in a post-BEPS world

Author(s):  Richard J VANN

This presentation covers:

  • BEPS policy and tax reform
  • hybrid entities and tax treaties
  • tax treaty abuse
  • PE
  • BEPS driven by digital disruption to tax system.
Materials from this session:

Thorny issues in leasing

Author(s):  Chris COLLEY

This paper covers:

  • genuine leases
  • statutory modifications
  • transfers of leased assets
  • international aspects of leasing - inbound
  • international aspects of leasing - outbound
  • foreign exchange.
Materials from this session:

Transfer Pricing: Financial Transactions – Practical implications arising from Chevron and other recent developments

Author(s):  Tony Do,  Danielle DONOVAN

This paper covers:

  • Chevron transfer pricing court case
  • practical implications relevant for the pricing of loans
  • OECD/G20 BEPS Project - October 2015 Final Reports.
Materials from this session: