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Managed investment trusts: Where are we now? presentation


This presentation covers:

  • background to the proposed attribution MIT regime
  • existing MIT regimes
  • overview of proposed attribution regime.

Author profiles

John Kirkness ATI
John is the Head of Tax for AMP Financial Services and has over 25 years' experience in the taxation of financial services entities. John is responsible for the life insurance, superannuation, advisory and distribution areas of AMP's business, including tax compliance, mergers and acquisitions, investment, transfer pricing, product development, and unit pricing. John is a member of the Tax Experts Group of the Financial Services Council and the Life Insurance Tax Working Group of the FSC and is active in lobbying Government and Federal Treasury in relation to income tax developments and policy. - Current at 05 September 2014
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Brendan O'Brien CTA
Brendan is the Head of Tax for AMP Capital, covering business and global fund structures. He is responsible for fund structures housing assets in excess of $140 billion, including real estate, infrastructure, fixed income and equities asset classes. Brendan has more than 15 years tax experience, focussing on financial services and international tax. Brendan is an active member of the Financial Services Council Tax Expert Group. - Current at 05 September 2014
Peter Oliver CTA
Peter Oliver, CTA, is the Head of the Australian Tax Centre at KPMG U.S. and based in New York. Peter’s background is in providing tax advice relating to international and domestic mergers and acquisitions, international cross-border transactions, restructuring and other corporate matters. Peter formerly led KPMG Australia’s Financial Services Corporate Tax Practice and has been the lead Tax Partner on many high-profile transactions in the Australian and international markets. - Current at 15 October 2020


This was presented at 2015 Financial Services Taxation Conference .

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Individual sessions

The politics of tax reform in Australia

Author(s):  John Hewson

Materials from this session:

Managed investment trusts: Where are we now?

Author(s):  John Kirkness,  Brendan O'Brien,  Peter Oliver

Materials from this session:

ATO reinvention & managing disputes post independent review

Author(s):  Deborah HASTINGS

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