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ATO presentation – issues for large funds podcast

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Published on 07 Oct 21 by NATIONAL DIVISION, THE TAX INSTITUTE

This podcast covers an update from the ATO on industry’s progression in the Justified Trust program and the ATO’s perspectives around fund tax governance.

Author profile

Nadia Alfonsi
Nadia Alfonsi is an Assistant Commissioner in the Public Groups (PG) business line of the ATO. As part of her role, Nadia has responsibility for the PG Superannuation Risk and Strategy team which includes oversight over large APRA regulated superannuation funds and managed funds. Nadia is also responsible for PG Engagement and Assurance teams managing a range of taxpayer engagement activities including tax assurance reviews of Top 100 and Top 1000 taxpayers. Nadia has previously held a number of roles across the ATO including Superannuation & Employer Obligations, Tax Counsel Network and the Treasury. - Current at 17 August 2023

 

This was presented at 2021 National Superannuation Conference .

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

Individual sessions

Emerging developments for large funds

Author(s):  Marco FELTRIN

Materials from this session:

Snapshot of changes affecting the SMSF industry

Author(s):  Liz Westover

Materials from this session:

ATO presentation – issues for large funds

Author(s):  Nadia Alfonsi,  Andrew Grace,  Blake Sly

Materials from this session:

SMSFs – focusing on tax

Author(s):  Julie Dolan

Materials from this session:

Tax governance – consultation and third party data

Author(s):  Abbey Pearce,  Kara Singleton,  Duncan Lyon

Materials from this session:

Contributions – new caps, tips and traps

Author(s):  Tim Miller

Materials from this session:

Key focus areas on the ATO’s SMSF regulatory agenda

Author(s):  Kellie Grant

Materials from this session:

Trends in court decisions affecting the Superannuation industry

Author(s):  Suzanne MACKENZIE

Materials from this session:

Are superannuation taxes and Age Pension benefits sustainable?

Author(s):  Michael Rice

Materials from this session:

Further details about this event:

 

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