One Day Training Workshop on

Taxation on Dividends & Investments

February 20, 2010 Regent Plaza Karachi

Background Focus
Financial experts speculate that the on going difficult global economic situation is expected to reach its tail end by 2011 and
from 2012; the world could experience a financially healthy scenario across the board. This recession and recovery cycle
would also prevail in the times to come and would further be shaping the financial behavior of economies, organizations and
individuals as to endure these financial crunches. A universally accepted strategy to cushion these intermittent shocks lies in
the different investment options in diverse sectors, available to all types of entities which include big economies, organiza-
tions or individual investors.

Investing is a method of purchasing assets in order to gain profit in the form of reasonably predictable income (dividends,
interest, rentals or profits) and appreciation over the long term. As somebody has very rightly said, “Money has to be in-
vested wisely”. Investing isn't gambling or speculation; it's about taking reasonable risks to reap steady rewards. There are
multiple investment options available in the financial market which may include bank fixed deposits or fixed income invest-
ments, stocks options or stock trading, shares, dividends, debentures, securities, mutual funds, bonds or IPOs along with life
insurance policies, annuities, real estate investments and modarba mode of investment, etc., which can reap good margins in
stable as well as difficult times. However, all these options are governed under certain legal frameworks.

Facilitator : Mr. Haroon Tabraze,

Course Objectives :
The core objective of this course is to facilitate the audience
representing a diverse cross section of investment managers
and investors, with the available investment options, manage-
ment of these investments, handling of risks involved and
taxation side of these investments under the Pakistani Tax
Legislations concentrating more on the dividends and share
holdings, which are the most popular forms of investments
Who Should Attend:?
Course Contents:
♦ Characteristics of effective Investment Management
♦ Risks involved & the need for Diversification in Invest-
ments
♦ Return from Investments - long term capital growth,
and short term income requirement
♦ Tax effect on returns – both for individuals and compa-
nies
♦ Personal investment planning – extra tax credits avail-
able
Haroon Tabraze, a Fellow of the Institute of Chartered Account-
ants of Pakistan (ICAP) and a Fellow Member of Association of
Chartered Certified Accountants(ACCA), has been in practice
for 10+ years. Having articled from Coopers & Lybrand (now
Price Waterhouse Coopers), he gained significant experience in
audit, accountancy and advisory services.
Before starting his practice he served the ICAP as Deputy Di-
rector Corporate Affairs. He has successfully conducted quality

This course will be equally beneficial for the persons involved ♦ Taxation of dividends in group of companies control reviews of audit firms to ensure their compliance with
in investments in their personal capacity and / or on behalf of ♦ Difference in shareholding through investment holding minimum quality standards as prescribed by the ICAP.
any organization. This would provide an in-depth knowledge companies, and trading companies
regarding handling of taxation on investments to Tax practitio- He has lately developed niches in Telecommunication & Real
ners, Financial Managers and private investors Estate Development Consulting. He is also an adjunct faculty of
Registration CA and ACCA students at reputable institutions of Karachi and
Workshop Details M.Baksh Memon, Nasir Khan Khattak
specializes in Pakistani and UK Taxation with an emphasis to-
ACE Consultants
wards planning aspects. He is also actively involved in various
Date : February 20, 2010
Venue : Regent Plaza Suite 406, 4th Floor, Park Avenue, Main committees of ICAP and ACCA, and has conducted similar
Shahrah-e-Faisal Karachi workshops at various forums..
Workshop City : Karachi Tel: 021 4388925, 4544809
Timings : 9.00 am - 5.30 pm Fax: 021 4388926
Fee : Rs. 8,500/- E-mail: Mohammad.baksh@consultace.com
(Including Course Material, Lunch, Teas, Certificate ) Nasir.khattak@consultace.com
URL : www.consultace.com
Registration deadline :February 19, 2010

Management Development & Learning Centre