super fund tax
20Aug
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.

20th August 2018 - Day 1

Participants registration and refreshments.

Chairman’s address to the gathering.

Chairman:

  • RAEWYN WILLIAMS, Managing Director – Research, Parametric
  • Aims of forum
  • How did we get to here? The evolution of super taxation from 1988 to now
  • How Australia is different to overseas pension fund systems
  • Current issues and opportunities

Speaker:

  • RAEWYN WILLIAMS, Managing Director – Research, Parametric
  • Cooper Review 2010: summary of findings
  • Tax implications of Cooper for super funds
  • Research (2014) into tax aware investment management by super funds: objectives, method, findings
  • Post-research: what’s changed, what hasn’t?

Speaker:

  • GORDON MACKENZIE, Senior Lecturer at UNSW

Refreshments and Networking opportunity for participants.

  • How asset segregation works
  • Determining whether a fund should segregate
  • After-tax benefits
  • Costs: do the benefits outweigh the costs?
  • Other tips and trips for funds

Speaker:

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

Speaker:

  • Kyle Ringrose, Principal Athena IOC Pty Ltd, Former Head of Investment Operations, Qsuper
  • BEN HILLIER, Manager, Superannuation and Retirement Products, Sunsuper
  • Joe Nekic, Head of Client Finance Services, Link Group
  • 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

Lunch and Networking opportunity for participants.

  • Areas on tax opportunity and risk
  • Experience to date and new initiatives
  • Advice for other funds

Speaker:

  • STUART HILL, Head of Investment Operations, Local Government Super
  • How and why the major components of a fund’s investment tax cost is often not measured
  • The critical distinction between different 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

Speaker:

  • KYLE RINGROSE, Principal Athena IOC Pty Ltd, Former Head of Investment Operations, QSuper

Refreshments and Networking opportunity for participants.

  • Recent and current areas of focus
  • How super funds are responding
  • Potential impacts on member outcomes: what’s at stake?

Speaker:

  • DAMIAN RYAN, PARTNER, Tax at KPMG, Financial Services -Superannuation, Asset and Wealth Management, KPMG Australia
  • Importance of governance
  • Applying a governance framework and skills to tax
  • Balancing tax risks and opportunities in a super fund

Speaker:

  • PHIL BESWICK,Director at KPMG Australia

 

  • How well understood are tax impacts on member outcomes?
  • Where are super funds doing well?
  • What could they be doing better?
  • Guidance for funds based on experience

Speaker:

  • DAMIAN RYAN, PARTNER, Tax at KPMG, Financial Services -Superannuation, Asset and Wealth Management, KPMG Australia
  • KYLE RINGROSE, Principal Athena IOC Pty Ltd, Former Head of Investment Operations, QSuper
  • STUART HILL, Head of Investment Operations, Local Government Super

Panel Moderator:

  • RAEWYN WILLIAMS, Managing Director – Research, Parametric
  • 5:00 PM- 6:00 PM – 1 Hour Networking Drinks

Attendee Information

 

Interested in speaking?

 

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Upcoming Events

 
  1. Gov 3.0 Investigating Future Social Media Strategy: Public Sector Congress 2018

    October 15 @ 8:00 am - October 16 @ 5:00 pm
  2. Post Retirement Australia 2018 conference

    October 16 @ 8:00 am - October 17 @ 5:00 pm
  3. 5th annual SFBO 2018 Superannuation Fund Investment Operations Forum 2018

    October 22 @ 8:00 am - October 23 @ 6:00 pm
  4. GovData 2018

    October 29 @ 8:00 am - October 30 @ 5:00 pm
  5. Unit Pricing 101 Workshop

    November 21

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