Introduction: Ken Woo
Asset Management Leader,
Ken Woo is a specialist financial services tax partner and is also PwC’s national Asset Management Industry
leader. He has been with PwC for over 25 years, 15 as a partner. Ken is actively involved in PwC’s global
thought leadership and policy initiatives. He was a member of the Asia Funds Passport Working Group of the
former Financial Centre Taskforce, the Board of Taxation’s Advisory Panel, the ATO Trust Consultation Group
and has been involved in the development of the Investment Manager Regime. Ken advises a range of Australian
and global hedge fund managers on both domestic and international tax aspects including setting up operations
in Australia, inbound and outbound investment structuring, product development and tax management. Ken is a
Fellow of the Institute of Chartered Accountants, a Solicitor of the Supreme Court of New South Wales and a
Fellow of the Tax Institute and Chartered Tax Adviser.
Market Trends & Insights:
Joe Sheeran is a Partner in PwC Sydney's Asset Management practice. Having worked for PwC in Dublin, Sydney,
Mumbai and Tokyo, Joe has 18 years’ experience in the financial services sector. During that time he has worked
on the IPO, capital raisings and audits of a number of listed and unlisted investment funds as well as
providing assurance and advisory services to global banking and brokerage clients. Since returning from a
secondment to PwC Tokyo, Joe has been acting as auditor and advisor to a range of Australian, US and Asian
based hedge fund managers including assisting on the implications of offshore managers establishing operations
in Australia. Joe graduated from University College Dublin with a Bachelor of Commerce and Masters of
Accounting and is a fellow of the Institute of Chartered Accountants in Ireland and Australia.
Hot Topics: Andrew Wheeler
Legal Services Leader,
Andrew is the Legal Services Leader for PwC Australia and specialises in corporate and commercial law.
Services provided by Andrew and his team include advice in relation to group and transaction structuring, business establishment and mergers and acquisitions in the financial services industry, equity capital markets advice, corporate re-organisations, financial services licensing, fund establishment, funds management and commercial documentation.
Regulatory Update: Darren Mack
Darren is a specialist investment management tax Director with over 14 years experience and over 11 years
experience with PwC. He also spent 2 years on secondment to PwC Boston’s asset management practice. Darren has
extensive experience in advising on funds management tax related matters including offshore investments, FATCA
assessments, constitution matters and assisting clients with their compliance obligations such as tax returns
and tax distribution reviews.
He is also active in the industry in respect of various consultations with Treasury and the ATO on the
Investment Manager Regime, taxation of limited partnerships, and the Asia Region funds Passport.
He is a Chartered Accountant and a Solicitor of the Supreme Court of New South Wales
Other Regulatory Updates: Jodie Bosler
Jodie is a Director in the Sydney Tax practice
specializing in the funds management and custodial industry.
Jodie is an operational tax expert, currently engaged in a number of FATCA, regulatory remediation and new
market entrant projects.
Jodie has 18 years funds management and custodial industry experience from various roles at BT, Perpetual and
RBC. Jodie has a B.Comm (Accounting & Legal Studies) from the University of NSW, is a Chartered Accountant
and a member of the FSC FATCA and Unit Pricing working groups