shopping_cart

Your shopping cart is empty

Trending now – Topics for Large Funds presentation

Published on 15 Sep 22

This presentation discusses the latest issues impacting the large superannuation fund sector, including:

  • Non-arm’s length income
  • Increasing political opinion regarding superannuation investments
  • Super data reporting and transparency
  • Third party data and governance
  • Implications related to trustee fee arrangements following amendments to ss 56 and 57 of the Superannuation Industry (Supervision) Act; and
  • ATO activities and review by the Inspector of Taxation

Author profiles

Matthew Lane
Matt is a Tax Director with Deloitte in Brisbane and has substantial experience as both an external and in-house tax adviser specialising in superannuation and financial services more broadly. Matt recently joined Deloitte after spending 10 years with QSuper (now the Australian Retirement Trust) during which he held various tax and finance positions. He is experienced in managing global tax compliance obligations and providing advice to superannuation funds and other financial services industry clients on domestic and international tax matters, investment structuring and implementation, new product development, tax governance and risk management frameworks. - Current at 26 July 2022
Dinh Dinh Dang
Dinh Dinh Dang is a Tax Director with Deloitte in Melbourne, specialising in the financial services industry. She advises superannuation funds and investment managers about all parts of the wealth value chain, from investment assets through to investment vehicles, the superannuation funds which invests into these, as well as member impacts. She provides tax advice on inbound, outbound and domestic investment and structuring, as well as on superannuation and trust specific issues. Dinh Dinh also has broad experience assisting clients in their interactions with the Australian Taxation Office including with the top 1000 reviews and other engagement processes. - Current at 19 June 2022

 

This was presented at National Superannuation Conference .

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

Individual sessions


ATO presentation – Issues for Large Funds

Author(s):  Nadia Alfonsi,  Blake Sly

Materials from this session:













Further details about this event:

 

Copyright Statement