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Trends in court decisions affecting the Superannuation industry presentation
Published on 07 Oct 21 by NATIONAL DIVISION, THE TAX INSTITUTE
This presentation covers a examination of recent cases likely to have an impact for practitioners in the superannuation industry who are providing advice for either Large Funds or SMSFs.
Author profile
Suzanne Mackenzie CTA
Suzanne Mackenzie, CTA is a Barrister specialising in financial services, superannuation, trusts and equity, and taxation law. Suzanne has a great depth of knowledge and experience in superannuation law and takes a keen interest in the latest changes and trends affecting the industry – having done so for more than 30 years. Suzanne regularly appears in the Federal Court and the Supreme Court of South Australia and more recently has acted for the trustees of AustralianSuper, Host-Plus and Equip Super in applications before the Supreme Court of South Australia.
- Current at
22 November 2023
This was presented at 2021 National Superannuation Conference .
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Individual sessions
Emerging developments for large funds
Author(s): Marco FELTRINMaterials from this session:
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Snapshot of changes affecting the SMSF industry
Author(s): Liz WestoverMaterials from this session:
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ATO presentation – issues for large funds
Author(s): Nadia Alfonsi, Andrew Grace, Blake SlyMaterials from this session:
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SMSFs – focusing on tax
Author(s): Julie DolanMaterials from this session:
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Tax governance – consultation and third party data
Author(s): Abbey Pearce, Kara Singleton, Duncan LyonMaterials from this session:
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Contributions – new caps, tips and traps
Author(s): Tim MillerMaterials from this session:
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Key focus areas on the ATO’s SMSF regulatory agenda
Author(s): Kellie GrantMaterials from this session:
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Trends in court decisions affecting the Superannuation industry
Author(s): Suzanne MACKENZIEMaterials from this session:
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Are superannuation taxes and Age Pension benefits sustainable?
Author(s): Michael RiceMaterials from this session:
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