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Joint SCTP - STEP Singapore Webinar: Transfer Pricing Issues for Trustees, Family Offices and Fund Managers (21 July 2021)
Wednesday 21 July 2021, 16:30 - 18:00

Jointly Organised By:             

                  

Joint SCTP - STEP Singapore Webinar
"Transfer Pricing Issues for Trustees, Family Offices and Fund Managers"
- A practical walkthrough of key tax and transfer pricing issues for trust and wealth management practitioners       

About this Webinar

Over the years, Singapore has continued to develop as a choice location for investment management and wealth management. Fund managers and fund vehicles have been moving ‘onshore’ into Singapore, driven by developments such as the introduction of the Singapore VCC. The number of family offices in Singapore have continued to multiply. The use of a trust (often with a private trust company) have also continued to grow in popularity.

These structures give rise to tax and transfer pricing considerations. Transfer pricing issues have emerged amidst such developments and heralded in a whole new era where we now see an evolved global tax landscape that is still very much changing. COVID-19 layered upon this, an extra dimension of complexity. The issues of pricing of services and which method to use are just two issues covering the tip of iceberg on tax and transfer pricing risks management.

STEP Singapore and the Singapore Chartered Tax Professionals (SCTP) are joining hands to bring you insights on what tax authorities are looking out for and highlighting areas that matter for trustees and family structures. Cut through the complexities using various scenarios and gain insights on the impact of tax and transfer pricing may have on trustees, family offices and fund managers.

  • Learn about the key aspects of transfer pricing for your industry.
  • Learn how to manage the tax and transfer pricing risk associate with common investment structures.
  • Learn why transfer pricing is a key focus area of tax authorities around the world. Importantly, we will consider the application of Singapore’s transfer pricing rules; both generally and to the common transactions that we see in practice.

Webinar Programme 

Webinar participants will be able to watch & listen to (via computer audio or telephone line) the video presentation and Q&A discussion on their screens, receive a PDF copy of the presentation slides, as well as participate in the Q&A discussion by sending in their questions to the moderator via text using the built-in Q&A function.

4.30 – 4.35pm

Opening Remarks & Introduction by Chairperson
• Ms. Sim Bock Eng - Partner and Head, Specialist & Private Client Disputes Practice, WongPartnership LLP

4.35  – 5.45pm

Transfer Pricing Issues for Trustees, Family Offices and Fund Managers
• Ms. Adriana Calderon – Director, Transfer Pricing Solutions Asia
• Mr. Michael Velten - Tax Partner, Asia Pacific Financial Services Tax Leader, Deloitte Asia Pacific

5.45 – 6.00pm

Q & A Session 

 About the Speakers

Adriana Calderon

Ms. Adriana Calderon – Director, Transfer Pricing Solutions Asia

Adriana has extensive international experience with Big Four and mid-tier firms advising multinational companies in the areas of corporate and international taxation across South America, the US, Australia and the Asia Pacific Region. In Asia Pacific, Adriana specialises in the area of TP, building on her Latin American experience as a lawyer in commercial and tax legislation.
As a TP practitioner, Adriana has advised companies in the Asia Pacific Region across various industries and in a wide range of projects associated with planning, compliance and dispute resolutions with tax authorities. She has also participated in specialised projects involving pricing of financial transactions, business restructures and negotiation of APAs. Most recently, she has participated in TP planning projects to implement BEPS’s Action Plan and country-by-country reporting. Adriana also enjoys teaching and has been involved in various TP seminars and workshops. Besides being a TP trainer at the Institute of Singapore Chartered Accountants, Adriana has also facilitated in training sessions for CFOs, tax teams of large companies and consultancies, and tax executives at the Australian Taxation Office.

Michael

Mr. Michael Velten - Tax Partner, Asia Pacific Financial Services Tax Leader, Deloitte Asia Pacific

Michael is a financial services tax partner with Deloitte Singapore and is the firm’s Asia Pacific Financial Services Tax Leader. He has 35 years of tax experience; almost 30 years of which have been spent working in Asia having been based in Kuala Lumpur, Hong Kong and Singapore. Michael started his career in Melbourne; he was a senior associate with a leading Australian law firm. Prior to joining Deloitte, Michael had held senior tax roles with global financial institutions and leading professional firms in Asia. He has also held academic appointments at the University of Melbourne and National University of Singapore.
Michael is a recognized financial services tax expert, and has lectured and published widely on comparative tax and investment law and tax policy in Asia. Michael advises on all areas of financial services tax (including indirect tax, information reporting, M&A tax and transfer pricing). Michael works across all sectors including banking and securities, insurance and investment management. He is qualified as both a Solicitor (Supreme Court of Victoria and High Court of Australia) and a Certified Public Accountant (Australia). Michael is an Accredited Tax Adviser: Income Tax and GST (Singapore), a Certified Tax Adviser (Hong Kong) and a Trust and Estate Practitioner. He is a Fellow of the Taxation Institute of Hong Kong, an Associate of the Chartered Tax Institute of Malaysia and a member of the Singapore Institute of Directors. Michael holds a Bachelor of Commerce, Bachelor of Laws and Master of Taxation from the University of Melbourne. He holds a Master of Laws from the National University of Singapore and a Master of Business. He is a member of the Asia Securities Industry and Financial Markets Association Product Tax Committee.

About the Chairperson  

Sim Bock Eng

Ms. Sim Bock Eng - Partner and Head, Specialist & Private Client Disputes Practice, WongPartnership LLP

Sim Bock Eng is the Head of the Specialist & Private Client Disputes Practice and a Partner in the International Arbitration, Banking & Financial Disputes and Private Wealth Practices. Her main practice areas are in private wealth and civil litigation, which include family, matrimonial law, succession trusts and probate law, banking and finance, property and employment. Bock Eng has over 20 years of experience in trust, estate and family laws – both front-end as well as litigation. She regularly advises ultra-high-net-worth individuals and families on succession and estate planning and business continuity. Bock Eng is the current Chairman of the Society of Trust and Estate Practitioners (Singapore) and the course co-ordinator for Probate in Preparatory Course Leading to Part B of the Singapore Bar Examinations. She is recognised as one of the leading probate, trusts and private wealth management lawyers in Singapore and has been involved in several landmark decisions.


 Registration  Fees

Membership Type

Fees

Members of STEP S$30

Members of SCTP

S$30

  • Chartered Institute for Securities and Investment (CISI) Singapore
  • CFA Singapore
  • CPA Australia
  • CPA Singapore/ISCA
  • International Fiscal Association (IFA)
  • Law Society of Singapore
  • Singapore Association of the Institute of Chartered Secretaries and Administrators (SAICSA)
  • Singapore Corporate Counsel Association (SCCA)
  • Singapore Trustees Association (STA)

S$60

Others

S$80

 

Location :Zoom Webinar Platform
Contact :Email: This email address is being protected from spambots. You need JavaScript enabled to view it.; Tel: +65-65512784


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