2007

2007 Financial Services Taxation Conference: Financial Services Unleashed

Source: National

Published Date: 14 Feb 2007

 
Since our last conference in February 2006, the focus of the financial services industry has been pursuing new opportunities domestically and internationally. The title of this year's conference, Financial Services Unleashed, reflects this, the aim being to provide technical and practical insights into the taxation issues that are emerging. Themes addressed during the conference included:
- increased international investment, particularly in infrastructure, supported by legislative developments such as conduit foreign income and foreign hybrids, but constrained by provisions such as Divisions 6B and 6C
- product developments and convergence, supported by fundamental superannuation reform, but with the new concerns of promoter penalties and the constant battle to rationalise legacy products
- capital management, examining both the raising and returning of capital, looking at buybacks, sophisticated capital raisings and tainting.

Promoter penalties and financial product providers - a provider's perspective

Author(s): Glenn Hunter

Innovative capital raisings

Author(s): Vik Khanna CTA
Materials from this session:

The super of the future

Author(s): Caroline James

Why buy-backs?

Author(s): Vivian Chang CTA

Mergers and acquisitions involving consolidated groups

Author(s): Grant Wardell-Johnson

Too many trusts

Author(s): Philip Barlin CTA

Some naughty tax distributions

Author(s): Hayden Scott FTI

Developments in cross border financial transactions - ATO perspective

Author(s): Ashley King CTA , Paul Mccartin CTA

Developments in cross border financial transactions - advisor responds

Author(s): Andrew Mills CTA-Life

Investing offshore into foreign flow-through vehicles

Author(s): Norah Seddon

Revenue losses and capital gains

Author(s): John W De Wijn KC CTA - Life
Materials from this session:

Infrastructure and property investment - taxpayer's and ATO perspectives

Author(s): Christopher Hood CTA , Simon Clark CTA

Capturing all your OBU activities

Author(s): Bill Testa

Life insurance - troublesome legacy or bright future?

Author(s): David Glen

Conduit foreign income - opportunities to add shareholder value

Author(s): Jeremy Hirschhorn CTA

Retail financial products

Author(s): Kirsten Fish CTA
Materials from this session:

Promoter penalties and financial product providers - a legal perspective

Author(s): Mark L Robertson

Details

  • Published On:14 Feb 2007
  • Took place at:Hyatt Regency Sanctuary Cove, Qld

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Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

This material is copyright. Apart from any fair dealing for the purpose of private study., research, critisism or review, as permitted under teh copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.

Unless expressly stated, opininons are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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