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  2023 M&A

M&A Developments

Source: Victoria

Published Date: 16 Mar 2023

 

The financial services industry continued to drive M&A activity in 2022.

This presentation covers:

  • Outlining the key deals in financial services during the year including banking, non-bank lending, insurance, funds management and superannuation,
  • Discussing some key tax considerations in deals including asset vs share deals and transfer of businesses under the Financial Sector (Transfer and Restructure) legislation; and
  • Discussing the interaction of the Foreign Investment Review Board (FIRB) with the Australian Taxation Office (ATO) and explore the key FIRB considerations for purchasers and vendors of Australian assets.

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Author(s)

Individual Session

Author(s): Iain Tan , Charlotte Brierley , Joanna Black FTI
Materials from this session:

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