Insurers, banks and fund managers face specific tax challenges, particularly with the introduction of the portfolio investment entity rules, the investment rules for portfolio investment offshore and securities lending. 

Our team of specialists assists investment management groups, banks, insurance, finance, leasing and trust companies, superannuation funds and securities firms and brokers within the financial services sector to address these challenges and other issues through a full scope of services such as:

• Providing practical tax advice on implementation of the new tax rules as well as day to day issues that arise for this industry
• Assisting with compliance and tax management issues
• Specialist advice on tax effective debt and hybrid funding for all entities

Talk to the team about tax services for the financial services industry.