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Investment manager regime presentation

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Non Member Price: $15.00

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

This presentation covers:

  • IMR regime
  • design features of an IMR
  • direct exemption
  • indirect exemption
  • direct v indirect exemption
  • independent Aust fund manager.

Author profile

Natalie Raju
Natalie is a Tax Partner within the Financial Services division of KPMG, with more than 20 years’ experience advising on taxation issues relevant to the funds management, custody and broader financial services industry. Natalie also has five years in-house experience with a fund manager, where she was a lead product originator and tax counsel. Natalie has a particular passion for financial product innovation and partnering with financial service providers to ensure the correct tax outcomes. - Current at 11 November 2021

 

This was presented at Funds Management .

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