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Mergers and acquisitions in financial services presentation

Member Price: Free
Non Member Price: $15.00

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Published on 07 Feb 18 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • current issues in M&A transactions
  • example of “purported” income tax law 
  • demerger relief, restructuring and the search for clarity 
  • achieving roll-over – sometimes ain’t so easy!
  • schemes of arrangement and pre-acquisition dividends – possible?
  • raising capital – common sense prevails!
  • TR 2017/4: Taxation of rights and retail premiums.

Author profiles

Paul Abbey
Photo of author, Paul ABBEY Paul is a Partner in the Corporate Tax group of PwC in Melbourne and has over 30 years experience advising local and international clients on income tax issues. - Current at 29 May 2019
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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
Click here to expand/collapse more articles by David WOOD.

 

This was presented at 2018 Financial Services Taxation Conference .

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

Individual sessions

M&A in financial services

Author(s):  Paul ABBEY,  Jeanelle MENEZES

Materials from this session:

Mandatory disclosure rules & reporting

Author(s):  Karen PAYNE

Materials from this session:

Residence – Central management & control

Author(s):  Stuart Dall,  Bob Deutsch,  Richard EVANS

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The ATO’s approach to significant financial services tax issues

Author(s):  Jeremy HIRSCHHORN

Materials from this session:

Mergers and acquisitions in financial services

Author(s):  David WOOD

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Macro economic outlook and implications for taxation

Author(s):  Shane Oliver

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Restructures, turnarounds and insolvency

Author(s):  Julian PINSON,  Christopher Hill

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Life and superannuation accounting update

Author(s):  Kieren Cummings,  Matina Moffitt

Materials from this session:

Transfer pricing post Chevron

Author(s):  Julian HUMPHREY,  Tim Keeling

Materials from this session:

Australian tax treatment of foreign investments by Australian collective investment vehicles

Author(s):  Brad Ivens,  Jessica Hall

Materials from this session:

Practical issues for interest withholding tax and section 128F

Author(s):  Ian KELLOCK,  Bronwyn KIRKWOOD

Materials from this session:

Diverted profits tax

Author(s):  Alia Lum

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GST and financial services - The looming battleground

Author(s):  Amelia O’Rourke

Materials from this session:

Australia’s hybrid mismatch rules: Application and interactions

Author(s):  Manu SRISKANTHARAJAH

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Tax transparency initiatives – The current state of play

Author(s):  Chris Vanderkley,  Helen Kelly

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Stapled groups

Author(s):  Andrew Hirst

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