Superannuation-Funds-Tax-2018-Forum-Thumb
15May
May 15, 2018 - May 16, 2018 Grace Hotel Sydney, 77 York street, Sydney, NSW Australia

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.

15th May 2018 - Day 1

Participants registration and refreshments.

Chairman’s address to the gathering.

Chairman:

  • Kyle Ringrose, Principal Athena IOC Pty Ltd, Former Head of Investment Operations, Qsuper
  • Changes introduced between 1992 and 2018 and the impact of those changes
  • The key distinction between accumulation and pension accounts
  • How the superannuation fund tax system works today
  • How Australian superannuation fund tax differs to tax rules for overseas pension funds
  • Why RBLs may re-emerge
  • Summary of findings of the review
  • Tax implications for Fund Trustees
  • The need for legislation to ensure appropriate Trustees focus on tax issues
  • Reflections on the impact of recommended changes
  • Further changes required in the interests of members
  • Tax issues with annuities
  • Opportunities for further tax reform in superannuation to improve member outcomes

Speaker:

  • Jeremy Cooper, Chairman, Retirement Income, Challenger Limited (invited)

This session presents the findings of research conducted in 2014 by Gordon MacKenzie and Margaret McKerchar and the authors’ perceptions of subsequent changes to tax aware investment management.

  • Objectives of the research
  • How the research was conducted
  • The findings that astounded the authors
  • Perceptions of things that have changed and things that haven’t changed

Speaker:

  • Gordon Mackenzie, Senior Lecturer at UNSW

Refreshments and Networking opportunity for participants.

Asset segregation, the opportunities for tax effective investment management and the costs and risks involved of segregating assets into Distinct accumulation and pension pools.

  • What is asset segregation?
  • The benefits to Trustees and members alike
  • The costs and the risks, the obvious and not so obvious
  • Insights into the operational methodologies

Speaker:

  • Kyle Ringrose, Principal Athena IOC Pty Ltd, Former Head of Investment Operations, Qsuper

When funds offer a tax bonus to their members when transitioning to pension phase. This panel discussion outlines how the tax benefit arises and how it can be passed on to members. The panel also discusses the rationale for implementing this service, how it has been received by the members and the extent to which the desired objectives are being achieved.

Moderated by:

  • Kyle Ringrose, Principal Athena IOC Pty Ltd, Former Head of Investment Operations, Qsuper

Panel Members:

  • TBA

Lunch and Networking opportunity for participants.

  • Key changes to registry systems
  • The move to real time member transactions and unit pricing
  • The ultimate impact on the fund’s tax liabilities and how members will benefit

Speaker:

  • Séamus Ó Concheanainn, Managing Director at CXi Software
  • The ATO’s perspective on tax risk management and governance
  • The need for a tax risk management and governance review
  • Areas covered
  • Benefits to the super fund Trustees

Refreshments and Networking opportunity for participants.

  • What Part IVA means to a superannuation fund
  • Examples of tax management that are not in breach of Part IVA
  • Examples of tax strategies that may be in the grey zone

Speaker:

  • Damian Ryan, Partner, Tax at KPMG, Financial Services – Superannuation, Asset and Wealth Management, KPMG Australia

Michael Flanderka, Managing Director, Data Interactive (TBC)

Superannuation tax issues are managed to ensure optimum outcomes for members.

Attendees will be brought together to discuss news, views and recent trends – after the brainstorming groups, attendees will feedback the thoughts of their group to the rest of the conference participants.

  • How ensure that tax issues are managed to ensure optimum outcomes for members
  • Examines multiple strategies that are available to superannuation funds to minimise the tax bill for members whilst ensuring full compliance with tax law
  • Opportunities to work within tax legislation to ensure a lower tax burden and enhanced fund performance for members
  • Closing remarks from the Chair and vote of thanks by the Chairman
  • 1 Hour Networking Drinks

Attendee Information

 

Interested in speaking?

 

We are on the look out for insightful and unique speakers. Click here to send us your details - be sure to include your areas of interest.

Upcoming Events

 
  1. Superannuation Funds Tax 2018 Forum

    May 15, 2018 @ 8:00 am - May 16, 2018 @ 5:00 pm
  2. Unit Pricing 2018 Forum

    May 21, 2018 @ 8:00 am - May 23, 2018 @ 5:00 pm
  3. Future Social Media Strategy 2018 Forum

    May 31, 2018 @ 8:00 am - June 1, 2018 @ 5:00 pm
  4. Data Governance 2018

    June 21, 2018 @ 8:00 am - June 22, 2018 @ 5:00 pm

About Us

 

IBR conferences specialises in the fields of Mining, Water, Energy, Finance, Marketing, Environment, Public Sectors and Sustainability. IBR Conferences Pty Ltd is a leading edge Australian company that provides corporate executives with tailored practical conferences keeping them up-to-date with latest business trends with in different industry sectors.

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Contact Info

 

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Phone: (+61 2) 9896 0776
Email: register@ibrc.com.au
Address: PO BOX 411, Wentworthville,
NSW 2145