EPISODE · Sep 11, 2024 · 27 MIN
WTS Australia | Industry and Service Lines | Investment Funds formation and management considerations
from Welcome to WTS Australia · host Nuwaru
Key takeaway: Investment Fund Structures: Astrid explains the wide range of structures, from unit trusts to the newly introduced corporate collective investment vehicles (CCIVs). Tax Implications: David delves into how tax drives the decision-making process in fund structures, focusing on offshore investors and the importance of achieving tax-efficient outcomes. New Legislation: Learn about recent legislative updates, including the introduction of the CCIV and how it compares to global structures. See omnystudio.com/listener for privacy information.
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What this episode covers
CEO James Jobson hosts tax and legal funds’ experts, corporate tax partner and co-founder David Early (CFO) and Nuwaru Legal lead partner, Astrid Raetze in evaluating the legal forms of investment funds, the legal and tax considerations when choosing an appropriate vehicle, whether with local and/or foreign investors. They also consider various funds management issues.
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WTS Australia | Industry and Service Lines | Investment Funds formation and management considerations
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