Hear from industry experts on these key topics below:
The first forum of its kind in Australia. Tax is the biggest single expense for a superannuation fund and Trustees have fiduciary and legislated obligations to ensure that tax issues are managed to ensure optimum outcomes for members.
This forum examines multiple strategies that are available to superannuation funds to minimise the tax bill for members whilst ensuring full compliance with tax law. Speakers include academics and practicing experts in the fields of tax advice and tax effective investment management.
The forum covers insights into the basics of superannuation fund taxation as well as opportunities to work within tax legislation to ensure a lower tax burden and enhanced fund performance for members.
This forum will be informative and in many cases invaluable for fund trustees, CEOs, CFOs, CIOs, COOs and members of their teams at all levels. It will also be of great interest to anyone seeking to gain a better understanding of the drivers and management of a superannuation fund’s biggest expense.
Principal Athena IOC Pty Ltd, Former Head of Investment Operations, QSuper
Senior Lecturer at UNSW
PARTNER, Tax at KPMG, Financial Services
Who should attend: