Welcome and President's address
Matt Osmond, CTA, Chair, Financial Services Taxation Conference Organising Committee together with the 2025 President of The Tax Institute.
Session 1: Opening address - The future of financial services
Barry Trubridge, PwC Australia
Facilitator: Michael Potter
Session 2: Thin Capitalisation - case studies and calculations
Julian Humphrey, CTA, KPMG
Session 3A: Operational taxes
Jodie Bosler, State Street
Session 3B: TOFA refresh and industry issues
Michael Anderson, BDO
Session 4A: Investing in US private credit
Peter Oliver, CTA, KPMG and Vanessa Kasbekar, KPMG
Session 4B: Income tax and GST treatment of fees
Brad Miller, EY and Kimberley Christy, EY
Session 5A: Pillar Two workshop – key principles and calculations
Stuart Landsberg, PwC and Tony Chen, PwC
Session 5B: FS M&A update – private equity focus
James Momsen, BDO
Session 6: Tax Cases and rulings update
Steve Whittington, Ashurst and Bronwyn Kirkwood, Ashurst
