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Foreign issues in emerging markets video


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Member Price: $99.00
Non Member Price: $121.00

Publication date: 15 Sep 22 |

Abstract:
This video explores current and emerging tax issues that superannuation funds need to consider when investing offshore, along with ongoing operational aspects of such investments. The main focus shall be on Australian tax outcomes, with reference to foreign tax consequences which are relevant to the Australian outcome.

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Foreign issues in emerging markets
Author(s):  Brad Ivens,  Darius Lalkaka

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Author profiles

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
Click here to expand/collapse more articles by Brad Ivens.
Darius Lalkaka CTA
Darius Lalkaka, CTA, is the General Manager, Taxation at HESTA an Industry Superannuation Fund managing approx. $68 billion of assets for members in the Health and Community Sector. Darius has over 16 years’ experience in the financial services sector, with most of this experience being within the superannuation industry. His experience spans across tax governance, risk management, investment due diligence, Trustee tax, custodian/administrator tax reporting, member tax and administration matters. At HESTA, Darius has designed and internalised the tax function and today leads a high performing tax team. - Current at 08 August 2024
This was presented at National Superannuation Conference .

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