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Asset management developments in tax: Where are we now and where are we headed? paper

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Published on 16 Aug 16 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers:

  • current state of play
  • summary of recently enacted reforms
  • review of budget announcements.

Author profiles

Lorraine Belton
Jennifer Kwok
Jennifer Kwok is a Tax Director at Ernst & Young with more than 14 years of experience in financial services, with a particular focus on wealth and asset management. She advises fund managers, managed investment trusts, superannuation funds, custodians and hedge funds on complex tax matters. Her experience includes two years in the United States providing international tax advice to global fund managers. Jennifer holds degrees in Commerce and Law from the University of New South Wales and is admitted as a Solicitor of the Supreme Court of New South Wales. - Current at 09 March 2018
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This was presented at Funds Management .

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Individual sessions

Asset management developments in tax: Where are we now and where are we headed?

Author(s):  Lorraine Belton,  Jennifer Kwok

Materials from this session:

GST issues arising in the funds management industry

Author(s):  Amelia O’Rourke

Materials from this session:

Investment manager regime

Author(s):  Natalie Raju

Materials from this session:

Attribution MIT regime - Looking forward

Author(s):  Samuel Lee,  Grahame Roache

Materials from this session:

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