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This presentation will be held at the office of EY in Melbourne and will join the Sydney presentation via video conference.
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The presentation will focus on the latest version of the CCIV proposal, released earlier in January, which contains substantial and important revisions to the regime.
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The presentation will particularly cover:
- Whether the latest changes to the CCIV have addressed the major concerns raised by Australian fund managers, particularly the concerns relating to the depositary requirements and the tax rules
- The importance of the revised proposal for the competitiveness of Australia’s funds management industry, particularly in the context of the Asia Region Funds Passport
- How various fund management vehicles (including CCIVs, MITs and LICs) compare under the revised proposal
- Whether fund managers should transition existing funds into the CCIV, or set up new funds as CCIVs
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ABOUT YOUR SPEAKERS
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Michelle Segaert
Partner - Financial Services Law, EY
Michelle is the lead Law Partner in the Financial Services practice at Ernst & Young. Michelle has extensive
experience in investment funds and financial services regulation. Michelle also advises on compliance
obligations, risk management frameworks, risk assessments and compliance plans, for financial services
businesses.
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Scott Kilner
Wealth & Asset Management Tax Specialist, EY
Scott is a senior manager in the EY Financial Services Tax Team specialising in wealth management
taxation. Scott has over 25 years of experience in the field of taxation including roles within industry and
professional practice. Scott joined EY in 2017 after nearly 20 years in industry including heading up the Tax
Teams at the Macquarie Funds Group and BT Financial Group.
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