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Retirement is a new experience presentation

Published on 21 Aug 15 by NATIONAL DIVISION, THE TAX INSTITUTE

This presentation covers:

  • cost of providing superannuation concessions - Treasury estimate
  • income support for seniors
  • taxing pensions
  • taxing superannuations
  • taxing benefits
  • retirement myths
  • key decisions
  • retirement strategies.

Author profile

Michael Rice
Michael is an Actuary, and founder of Rice Warner in 1987, its business was recently sold to Deloitte. During his career, he specialised in providing strategic advice to all types of entities within the superannuation industry. He has a keen interest in public policy work and headed the team which undertook Rice Warner’s detailed modelling and submissions to major government inquiries. He has undertaken considerable work in the integration of social security and superannuation as well as measuring the adequacy of retirement incomes overall and specifically for females. He was the inaugural Chairman of QSuper’s Investment Committee from January 2009 to June 2013 and remained an independent investment expert on the committee until March 2016. He is a former Councillor of the Actuaries Institute and has participated in its public policy work for 30 years. Michael is also a member of the Advisory Board of the ANU College of Business and Economics. Michael was named Actuary of the Year in 2017 and was made an Officer of the Order of Australia in 2020 for his “distinguished service to business and economics, particularly to the actuarial profession, and through advisory roles.” - Current at 16 September 2021

 

This was presented at National Superannuation Conference 2015 .

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

Individual sessions

Alternative offshore investment - Taxation issues and opportunities

Author(s):  Kristina Allan,  Matthew Lane

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The new administrative penalty regime: the ATO’s new stick

Author(s):  Kasey MacFarlane

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Tax risk governance - A director’s perspective

Author(s):  David Beves,  Evelyn Horton

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Managing disputes within SMSFs

Author(s):  Heather GRAY

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Licensing regime

Author(s):  Paul Derham

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State Revenue Office compliance themes and “hot spots” for superannuation funds

Author(s):  Zoe CHUNG,  Simon Fitzpatrick

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Recent ATO GST compliance activity for large superannuation funds

Author(s):  Matt Strauch,  Damian Neale

Materials from this session:

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