Your shopping cart is empty
Investment rules applying to superannuation funds
Published on 30 Aug 01 by VICTORIAN DIVISION, THE TAX INSTITUTE
This powerpoint presentation looks at the different issues related to complying with investment funds.
Author profile
Noelle Kelleher
Noelle has nearly 30 years experience in the financial services industry, with a particular focus on superannuation. In her role as CFO, Noelle is accountable for financial matters (including taxation) of the Vision Super group which includes two trustees, a superannuation fund and a pooled superannuation trust. Noelle provides strategic advice and assistance on all related matters pertaining to the various entities within the Vision Super group. Prior to joining Vision Super as the CFO, Noelle was a tax partner at two of the “big four” professional services firms and has been actively involved in the various sectors within the superannuation industry including the self-managed superannuation fund (SMSF) segment. - Current at 30 June 2015
This was presented at 40TH ANNUAL VICTORIAN STATE CONVENTION .
Get a 20% discount when you buy all the items from this event.
Individual sessions
Tax reform - where are we?
Author(s): Alice MCCLEARYMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Capital allowances workshop
Author(s): M STEWARTMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Debt equity and thin capitalisation
Author(s): Ian DINNISONMaterials from this session:
-
insert_chart
Tax and commercial negotiations
Author(s): Graeme HALPERINMaterials from this session:
-
insert_drive_file
Debt equity
Author(s): Neil WARDMaterials from this session:
-
insert_chart
Capital allowances - surviving the transition
Author(s): Brian PATTERSONMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Thin capitalisation - inbound and outbound
Author(s): Damien L LOCKIEMaterials from this session:
-
insert_chart
Mass marketed schemes
Author(s): Jennifer BATROUNEYMaterials from this session:
-
insert_drive_file
Investment rules applying to superannuation funds
Author(s): Noelle KELLEHERMaterials from this session:
-
insert_chart
Business and investment structures
Author(s): Peter RILEYMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Top 10 GST issues
Author(s): Errol LA GRANGEMaterials from this session:
-
insert_chart
Latest tax cases and rulings
Author(s): Keith JAMESMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
CGT Concessions under the microscope
Author(s): Rob JEREMIAHMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Losses - carry forward losses and integrity measures
Author(s): Stephen CARPENTERMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Going, going gone! - GST and the going concern concession
Author(s): Michael B EVANSMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
E-commerce
Author(s): David SCOTTMaterials from this session:
-
insert_chart
The rulings system - which one, if any, apply for now?
Author(s): Michael CLOUGHMaterials from this session:
-
insert_drive_file
Further details about this event:
Copyright Statement
The Tax Institute is Australia's leading professional association and educator in tax providing the best resources, professional development and networks.