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Mergers and acquisitions in financial services paper

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DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
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Published on 07 Feb 18 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers:

  • pre-sale dividends and Dick Smith
  • pre-sale dividends and ‘related payment’ rules
  • earnout arrangements
  • scrip for scrip rollover
  • tax sharing agreements and ‘clean exit’
  • foreign resident withholding obligations.

Author profile

David Wood CTA
David is a Tax Partner in the Melbourne office of King & Wood Mallesons. He has more than 38 years’ experience in providing tax advice and conducts a varied practice which covers all aspects of revenue law. David has particular experience in advising on financial services and financial transactions, including innovative financial products, derivatives, securitisations and infrastructure projects. David also advises on mergers and acquisitions, international taxation, tax audits, the conduct of tax litigation, stamp duty and GST. - Current at 30 November 2020
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This was presented at 2018 Financial Services Taxation Conference .

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The ATO’s approach to significant financial services tax issues

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Mergers and acquisitions in financial services

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Macro economic outlook and implications for taxation

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