Australian tax treatment of foreign investments by Australian collective investment vehicles presentation

Brad Ivens ATI

Brad is an Associate Partner in EY’s Financial Services tax practice, focussing on wealth and asset management including superannuation funds and managed funds. In particular, Brad has over 20 years’ experience in providing tax compliance and advisory services for the superannuation industry, covering matters such as investment due diligence, capital gains tax planning, unit pricing/crediting rate reviews, custodian tax reporting, fund administration, tax effect accounting, tax governance and ATO reviews/audits. His clients have ranged from some of Australia’s largest industry and retail funds, through to public sector and employer-sponsored funds. Brad has also been an active contributor to the government and the ATO in relation to various superannuation tax issues and reforms. - Current at 29 June 2022

Dr Jessica Hall CTA

Dr Jessica Hall, CTA, Senior Manager, Enterprise Tax at AustralianSuper and leads the Fund's relationship and engagement with the ATO, as a key top 100 Taxpayer and is responsible for the Fund's Tax Risk Governance, Australian tax obligations and fund reporting for the administration of AustralianSuper's members. Jessica's career also includes previously working at KPMG and EY’s as part of the Financial Services superannuation tax practices of these firms, working extensively with clients across the financial services industry in Melbourne, Sydney and globally. Jessica has a specialised focus on taxation in the large superannuation industry, including Australian tax policy, advocacy and regulatory engagement, tax risk governance and a strong interest in the integrity of the administration of the superannuation system, the integrity of Australia's taxation system and the key role large APRA regulated superannuation funds and the ATO play in this. Jessica has over seventeen years of experience working closely with Australia’s large industry and retail superannuation funds, banking and managed investment groups. - Current at 31 July 2023