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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 2022Dinh 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 .
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Individual sessions
Trending now – Topics for Large Funds
Author(s): Matthew Lane, Dinh Dinh DangMaterials from this session:
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Pension planning in 2022 and beyond
Author(s): Jemma SANDERSONMaterials from this session:
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ATO presentation – Issues for Large Funds
Author(s): Nadia Alfonsi, Blake SlyMaterials from this session:
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The death benefit toolkit
Author(s): Peter BOBBINMaterials from this session:
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Foreign issues in emerging markets
Author(s): Brad Ivens, Darius LalkakaMaterials from this session:
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Property and SMSFs – how to structure
Author(s): Philip BRODERICKMaterials from this session:
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Dodging disaster with the seven Ds
Author(s): Julie SteedMaterials from this session:
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Tax Policy & Advocacy update
Author(s): Scott TREATT, Julie Abdalla, Abhishek ShekhawatMaterials from this session:
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Recent court decisions of importance for the superannuation industry
Author(s): Stanley Drummond, Holly MarchantMaterials from this session:
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NALI/NALE and SMSFs investing in companies and trusts
Author(s): Daniel BUTLERMaterials from this session:
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Domestic investments
Author(s): Shahzeb PanhwarMaterials from this session:
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Dealing with your auditor
Author(s): Shirley SCHAEFERMaterials from this session:
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Navigating an ATO review
Author(s): Stephen Chen, Jeremy GEALEMaterials from this session:
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Contributions strategies in 2023 and beyond
Author(s): Craig DAYMaterials from this session:
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Closing Keynote – Super’s wicked challenge
Author(s): Nicolette RubinszteinMaterials from this session:
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