Tuesday, 29 April 2014

Speaker Profile: The ‘new’ Part IVA – what is the experience so far?

In the latest speaker profile in our series, we sit down with James Pettigrew, ATI from Deloitte who is on the panel for The ‘new’ Part IVA – what is the experience so far? session at the upcoming 7th Annual Tax Forum.

Tell us about yourself

I am a partner in the financial services tax group of Deloitte based in Sydney. I advise clients in the banking, financial services, infrastructure, and property sectors.

How long have you been affiliated with The Tax Institute?

I have been involved with The Tax Institute since August of 1998.

What does The Tax Forum mean to you, and more broadly, to the tax industry?

The Tax Forum is an opportunity to get industry specialists together to share knowledge with the broader membership of The Tax Institute on a range of current matters of interest.

What is the topic that you are presenting at the 7th Annual Tax forum?

I am on the discussion panel for “The ‘new’ Part IVA – what is the experience so far?” session.

What can attendees expect to learn from your session? 

We panel will discuss some of the current attitudes of advisors and the ATO to the new rules in Part IVA, having regard to practical examples.

What new or hot topics will you cover? 

We will cover some specific examples of the application of Part IVA to common fact situations and consider in particular whether changes to a proposal that take into account tax outcomes can amount to a scheme to which Part IVA can apply.

How will attending your session help delegates help their clients?

The session should give attendees a greater appreciation of how Part IVA could apply in specific and common fact situations. This will help both where they encounter these and like fact situations in their practice and also in gaining a conceptual understanding of Part IVA which can be applied more broadly.

Which other sessions at the conference are you most interested in attending? 

I am keen to attend the “Capital allowances/Division 243” session (12C on the program), the “Corporate Q&A panel” (7B), as well as the “M&A update” (6B).

What do you like to do when you’re not knee-deep in tax?

I like to spend time at home with my family or on the water on our boat.

The annual Tax Forum has become the must attend event in the NSW calendar for practitioners and tax professionals, and features 42 sessions and over 50 speakers, which gives you plenty of technical content to take back to the office.

Find out more about the conference and register now.