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Funds Management

Published on 12 Apr 2018 | Took place at Swissotel, Sydney, NSW

The global funds management industry is experiencing a period of significant transformation. The industry in Australia is no exception. This event explored the key tax changes.

Get a 20% discount when you buy all the items from this event.

Individual sessions

Asset management developments in tax: What’s new in the last year

Author(s):  Jennifer Kwok,  Susan Spencer

This paper covers:

  • current state of play
  • summary of recent developments.
Materials from this session:

The impact of Australia's multinational tax avoidance integrity rules on the funds management industry

Author(s):  Pete Rhodes,  Ellie Jin

This paper covers:

  • measures affecting all taxpayers
  • measures affecting significant global entities
  • measures currently under development.
Materials from this session:

Corporate collective investment vehicle (CCIV) regime

Author(s):  Peter Oliver,  Jamie Levy,  Edward Tweddle

This paper covers:

  • overview of CCIV framework
  • proposed taxation features of CCIVs.
Materials from this session:

The attribution MIT (AMIT) regime: Technical and practical matters to be considered

Author(s):  Grahame Roache,  Samuel Lee

This paper covers:

  • cost base adjustments under the AMIT regime
  • application of withholding taxes under the AMIT regime
  • AMMA statement disclosures
  • other matters.
Materials from this session:

Australian tax treatment of foreign investments by Australian collective investment vehicles

Author(s):  James Tomlinson,  Jessica Hall

This paper covers:

  • increasing trend in outbound foreign investment
  • classifying foreign investment vehicles under Australian law
  • current and emerging ATO Guidance and other developments
  • other matters with foreign investments.

 

Materials from this session:

Product structuring - Innovation workshop

Author(s):  Ka Sen WONG

This presentation covers:

  • structuring in the current environment
  • a framework for structuring
  • investor alternatives
  • opportunities in the new rules
  • cautionary tale – stapled structures.
Materials from this session: