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Demergers and capital management update presentation

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Published on 20 May 21 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers an overview of some key tax issues observed on recent and anticipated capital management transactions.

 

Author profiles

Simon Jenner CTA
Simon Jenner, CTA, is a Partner in the Financial Services Tax practice at EY, specialising in banking and capital markets. Simon has over 29 years’ experience advising large corporates on a variety of tax issues, including capital management, capital raisings, mergers, acquisitions, disposals and the application of the tax consolidation regime. He has also advised extensively on the application of the taxation of financial arrangements rules. - Current at 19 November 2025
Click here to expand/collapse more articles by Simon JENNER.
Andrew Sharp
Andrew is a Managing Director in the Alvarez & Marsal Tax team, focused on M&A, as well as fund establishment and design. Andrew has nearly 20 years’ experience advising domestic fund managers on the raising of funds, as well as assisting foreign and domestic investors on the tax implications of transacting in Australia. - Current at 20 November 2024
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This was presented at NSW 13th Annual Tax Forum .

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