Tax basics for the financial specialist

Tax basics for the financial specialist

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Tax basics for the Finance Specialist

Last year the FSAA hosted a webinar on taxation basics for insurance.  Due to very high demand for this session we are pleased to be able to offer it again in 2021.

The application of taxation law within an insurance environment comes with a unique set of challenges.  This session will provide a high-level overview of the various taxes applicable to the general insurance industry including current ATO activity, the role of the finance function and some helpful tips and tricks.

The session is once again facilitated by two industry experts in this field.  Corinne Glanville Senior Manager from QBE will introduce the concepts applicable to insurers in the area of indirect taxation and Michael Garrod also a Senior Manager from QBE will explore the application of direct taxation.

We continually receive feedback that finance teams are keen to develop their understanding of the tax environment and particularly which aspects might influence their own roles.  This session provides the basic understanding of the taxes applicable in this area. 

For further information in the latest developments in taxation we also encourage you to join us for the upcoming FSAA Tax Day scheduled to be held on 25 August 2021.

 


About our Speakers

Michael Garrod Senior Manager Direct Tax, QBE Australia & Asia Pacific

Michael is a Senior Manager of Direct Tax for QBE Australia & Asia Pacific with 13 years industry experience in various roles within the tax function providing advisory, reporting and compliance services, including:

• Establishment of offshore tax service centre 

• Acquisitions of subsidiaries, assets and portfolios

• Tax risk management and governance initiatives, and

• Management of engagements with Tax Authorities

Michael has spent the last 8 years at QBE and prior to that was at PWC providing professional tax services to the Insurance and Investment Management Industries. 

Corinne Glanville, Senior Manager, Indirect Tax, QBE

Corinne is QBE’s Senior Manager, Indirect Tax, responsible for all aspects of indirect tax across QBE’s Australia Pacific Division. She has more than 15 years’ in-house taxation experience with the last 10 years focusing on indirect tax within the financial services industry, specialising in insurance.

Prior to her commencing at QBE in September 2018, Corinne was the Indirect tax Manager at Zurich Insurance. Not only was she responsible for indirect tax in the general insurance, life insurance and investments businesses across Australia and New Zealand, she gained specific experience in relation to cross border insurance during a secondment to the Zurich head office in Switzerland focussing on global legal and tax rules for international programs. She has strong technical knowledge of Australian Federal and State indirect taxes, duty and levy legislation as well as New Zealand indirect taxes and their application to insurance. Corinne has facilitated many training sessions with respect to application of indirect taxes and is an active member of a number of industry bodies.

 


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