super fund tax
21Aug
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.

Chairman:

  • Raewyn Williams, Managing Director – Research, Parametric
  • Key messages from day 1
  • Focus of day 2: broadening the tax lens from back and middle to front office

Speaker:

  • Raewyn Williams, Managing Director – Research, Parametric
  • Presenting new equity portfolio research: “Optimality is in the eye of the beholder” – objective, method, findings
  • How funds can use this research

Speaker:

  • CHRIS DREW, Investment Manager – Public Markets,Australian Catholic Superannuation and Retirement Fund

Speaker:

  • RAEWYN WILLIAMS, Managing Director -Research, Parametric
  • CHRIS DREW, Investment Manager – Public Markets,Australian Catholic Superannuation and Retirement Fund

Refreshments and Networking opportunity for participants.

  • Relevance of tax to pension phase members
  • An investment manager’s approach to tax-effective investing for pension options
  • Linking tax efficient pension investing to better outcomes for members

Speaker:

  • Peter Gardner, Portfolio Manager, Plato Investment Management
  • How tax propagation works and how it can reduce the fund’s tax bill
  • Problems with traditional multi-manager equity portfolios
  • Potential tax leakage and how to fix it

Speaker:

  • KATHY TAYLOR-HOFMANN, Head of Business Solutions, GBST

Lunch and Networking opportunity for participants.

  • Why traditional performance measures are pre-tax
  • Problems with generic benchmarks
  • The construction of tailored after-tax benchmarks
  •  Post-tax performance attribution
  • Benefits to funds and members

Speaker:

  • BRIAN HENDER, Head of Investment Research & Systems, Warakirri Asset Management

This session will focus on withholding tax:  what is it, how does it impact investment portfolios and how is it managed?  The speaker will provide insights as a tax executive at a major fund manager about current issues and best practice in managing withholding tax reclaims.

Speaker:

  • Wendy Tse, Head of Tax, Magellan Financial Group

Refreshments and Networking opportunity for participants.

Speaker:

  • RAEWYN WILLIAMS, Managing Director – Research, Parametric
  • Closing remarks from the Chair and vote of thanks by the Chairman

Attendee Information

 

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