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Superannuation Update presentation
Published on 19 Mar 04 by NATIONAL EVENTS, TAXATION INSTITUTE OF AUSTRALIA
This presentation covers the following topics:
- impact of FSR
- outsourcing
- strategies for a low return environment
- defined benefit deficits.
Author profile
Stephen ROBERTS
Stephen is Director Head of Institutional Investment Services with the Russell Investment Group. He oversees the advisory and asset consulting business and the investment management business. Previously he worked at BT as Head of Institutional Asset Management's investment specialist group and was responsible for diversified, equity and overlay products and portfolios. Prior to joining BT, Stephen spent four years as a global director and co-head of Credit Suisse First Boston Australia's fixed income division.Current at 19 March 2004
This was presented at 2004 Financial Services Taxation Conference: A Brave New World .
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Individual sessions
Reform of Australia's International Taxation Arrangements
Author(s): Alf CAPITO, Emanuel HIOUMaterials from this session:
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Foreign Investment Funds and Capital Gains Tax
Author(s): Andrew MILLS, Rob WARDMaterials from this session:
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Part IVA in Wonderland: The New Business Tax System
Author(s): AH (Tony) SLATERMaterials from this session:
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Tax Aspects of Share Buybacks
Author(s): Mark FERRIERMaterials from this session:
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Tax Preferred Asset Financing and Division 250
Author(s): Steve FORDMaterials from this session:
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Important Input Tax Recovery Issues
Author(s): Ian JEFFREYMaterials from this session:
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State Tax Impediments to the Provision of Financial Services
Author(s): Steven STEVENSMaterials from this session:
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Product Rationalisation
Author(s): Michael BROWNMaterials from this session:
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Developments in Life Insurance
Author(s): Jeremy HIRSCHHORN, Shez KURUKULASURIYAMaterials from this session:
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Taxation of Financial Arrangements
Author(s): Neil WARDMaterials from this session:
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Transfer pricing issues in a financial services organisation
Author(s): Damian PRESHAW, Paul BALKUSMaterials from this session:
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ATO Approach to Compliance
Author(s): Ashley KINGMaterials from this session:
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ATO Audits
Author(s): Toby KNIGHTMaterials from this session:
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Managing the Consolidations Process
Author(s): Liz TROMANS, Sonia MORRISMaterials from this session:
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Superannuation Update
Author(s): Stephen ROBERTSMaterials from this session:
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