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 examine the ways in which tax impacts super funds, from front office investment strategies and portfolio structuring through to operational and compliance settings managed by fund staff and advisors. Drawing together perspectives across the breadth of a super fund’s organisation, this forum will provide a holistic view of key after-tax issues, strategies and trends impacting large funds. 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.
Who should attend: