This course can be delivered to your organisation as part of our bespoke Corporate Training Solutions, at your own time and your own convenience. Contact us on kla@kpmg.com.mt or call us on +356 2563 6363 or on +356 9963 6363 for more information on how we can take care of your organisation’s training needs.

Session 1:

Course Description:
The session will provide an overview of the main tax considerations to be taken into account by individuals and companies when deriving investment income ranging from capital gains on sale of shares, dividend income, rental income from immovable property and also interest income from bonds. The session will touch upon the different taxation alternatives available for each investment income and will provide high-level guidance on the compliance obligations of investors in relation to same.

Learning Outcomes:
This session is aimed at equipping the attendees with understanding the tax implications of deriving different investment income both if the investment is done personally or through a company.

Session 2:

Course Description:
The session will provide an overview of the main tax implications of transferring and or acquiring immovable property with the main focus being immovable property situated in Malta. The session will touch upon the income tax on capital gains implications, the property transfer tax implications and also the duty on documents and transfers implications of immovable property transfers and acquisitions as well as provide brief background on applicable exemptions related thereto, the applicable final withholding tax rates applicable in different scenarios and instances where different rates of tax may apply.

Learning Outcomes:
This session will help attendees understand the tax implications of acquiring and selling immovable property under different circumstances.

Target Audience:

Investors, Investment Managers, Investment Advisors, Accountants; Other Finance Team members, Corporate Service Providers, Tax Professionals, and Real Estate Agents

Venue: Kindly contact us on kla@kpmg.com.mt to indicate your preferred training method; online or in-person.

CPE Hours: This course qualifies for 6 hours of Structured CPE which can be classified as Core Competency. A certificate of attendance will be provided at the end of the session.

Trainer:

Kurt Farrugia, Director, International Tax Advisory, KPMG in Malta

Kurt is a Director at KPMG forming part of the firm’s international tax team. As an accountant Kurt joined the tax function of KPMG in 2014 after reading for the Master in Accountancy course at the University of Malta (UoM). He has since completed, with distinction, the Advanced Diploma in International Taxation offered by the Chartered Institute of Taxation and was awarded the Heather Self Medal for placing first globally in the Principles of International Taxation paper.  Kurt is involved in the provision of direct tax compliance and advisory services to domestic and international corporate clients specialising in the areas of Income Tax on Capital Gains, Duty on Documents and Transfers and International Tax. Kurt is also involved in the delivery of technical presentations both to KPMG staff and to clients and has also delivered lectures and tutorials to both ACCA and UM students

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