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Looking beyond the horizon – Likely reforms for superannuation tax policy for the future of the industry paper

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Published on 14 Aug 14 by NATIONAL DIVISION, THE TAX INSTITUTE

This presentation covers:

  • financial systems inquiry interim report
  • relevant background
  • superannuation policy settings
  • substantive superannuation observations from the interim report –imputation credits and tax free superannuation
  • retirement income
  • lifetime annuities
  • review of retirement income stream regulation
  • scope
  • background
  • lifetime income stream
  • product development.

Author profile

Shayne Carter CTA
Shayne Carter, CTA, is a Partner in Nuwara’s Corporate Tax team. Shayne has a strong background in leading tax advisory practices (including 20 years as a Partner of Greenwoods and Herbert Smith Freehills) with deep knowledge and experience in the taxation of superannuation/ income streams and insurance products . He was formerly Adjunct Lecturer on Superannuation at the University of Sydney and lectured on superannuation in the Masters of Tax / Masters of Law course over a 20-year period. Shayne has dealt with all types of stakeholders in this space including Trustee Directors, Regulators (ATO and APRA), Treasury, Educational Institutions and Peak Body Groups. His knowledge, experience, problem solving ability and dedication to his clients sets him apart from other practitioners in this area. - Current at 05 November 2024
Click here to expand/collapse more articles by Shayne CARTER.

 

This was presented at National Superannuation Conference 2014 .

Get a 20% discount when you buy all the items from this event.

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The role of 'tax manager' in a superannuation fund

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Looking beyond the horizon – Likely reforms for superannuation tax policy for the future of the industry

Author(s):  Shayne CARTER

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LRBAs and insurance

Author(s):  Peter HOGAN

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