Aug 20, 2018 - Aug 21, 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.

21st August 2018 - Day 2

Participants registration and refreshments.

Chairman’s address to the gathering.


  • Raewyn Williams, Managing Director – Research, Parametric

The ground-breaking paper by Arnott and Jeffrey has recently been revisited. This session highlights the relevance of this research to today’s superannuation funds

  • The potential impact on the tax burden of seeking alpha
  • How awareness of the issues can help superannuation funds manage the potential tax costs


  • Raewyn Williams, Managing Director – Research, Parametric
  • How tax propagation works and why it can reduce the tax bill
  • The problems with multi manager portfolios
  • Potential tax leakage
  • The solutions


  • Kathy Taylor-Hofmann, Head of Business Solutions, GBST
  • The problems with a generic benchmark
  • The construction of tailored benchmarks
  • Post-tax performance attribution


  • Andrew Nolan, Head of Investor Solutions, Warakirri Asset Management

Refreshments and Networking opportunity for participants.

  • How and why the major components of a fund’s investment tax cost isoften not measured
  • The critical distinction between diferent types of tax cost
  • The relative CGT impact of active, passive and smart beta strategies
  • The tax costs of asset allocation decisions
  • The impact of derivatives on tax costs
  • Overseas tax leakage
  • A practical methodology for implementing comprehensive post tax performance measurement


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


  • Peter Gardner, Portfolio Manager, Plato Investment Management

Lunch and Networking opportunity for participants.

This session presents fresh research on key portfolio construction considerations for super funds wanting to maximise after-tax, rather than pre-tax, returns in a multi-manager equity portfolio. The research explores the impact of expectations around market returns and manager “alpha”, tracking error appetite and a super fund’s fee budget to identify how these change the optimal blend of a core-satellite equity portfolio from an after-tax perspective.


  • Chris Drew, Investment Manager – Public Markets, Australian Catholic Superannuation and Retirement Fund
  • Tax parcel selection methodologies
  • Overseas withholding tax
  • Propagation
  • Tax parcel selection methodologies
  • Transitions


  • Paul Toepfer, Chief Operating Officer, State Street Australia Limited (invited)

Refreshments and Networking opportunity for participants.

Strategies to enable a superannuation fund to enhance after tax performance.

  • Closing remarks from the Chair and vote of thanks by the Chairman

Attendee Information


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Upcoming Events

  1. Future Social Media Strategy 2018 Forum

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

    June 12 @ 8:00 am - June 13 @ 5:00 pm
  3. Compliance Culture & Conduct Risk in Financial Services Forum 2018

    June 18 @ 8:00 am - June 19 @ 5:00 pm
  4. Fund Tech 2018

    July 25 @ 8:00 am - July 26 @ 5:00 pm
  5. Superannuation Funds Tax 2018 Forum

    August 20 @ 8:00 am - August 21 @ 5:00 pm

About Us


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