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Navigating Tax Risks for Institutional Trust Masterclass

Published on 23 Nov 2012 | Took place at The Academy, Melbourne , VIC

    This masterclass was designed for in-house tax professionals in large superannuation funds, managed investment trusts and other institutional managed funds and their tax advisors.
    The presentations focused on internal tax governance issues and risk management policies and how funds can meet requirements and expectations of key stakeholders (e.g. members, unit holders, ATO). The presentations also looked at the interaction of institutional trusts with their custodians for tax reporting and related purposes. Key tax reform projects, such as MITs, Division 6 rewrite, My Super and FATCA were also covered, as well as current issues, such as:
  • measurement of after tax performance
  • present entitlement issues
  • post distribution learnings

Get a 20% discount when you buy all the items from this event.

Individual sessions

Navigating tax risks: Superannuation funds

Author(s):  Sheena KAY

This masterclass was designed for in-house tax professionals in large superannuation funds, managed investment trusts and other institutional managed funds and their tax advisors.

The presentations focused on internal tax governance issues and risk management policies and how funds can meet requirements and expectations of key stakeholders (e.g. members, unit holders, ATO). The presentations also looked at the interaction of institutional trusts with their custodians for tax reporting and related purposes. Key tax reform projects, such as MITs, Division 6 rewrite, My Super and FATCA were also covered, as well as current issues, such as:

  • measurement of after tax performance
  • present entitlement issues
  • post distribution learnings
  • ATO risk review programs - TOFA, FX, capital losses.
Materials from this session:

Managed funds: Taxation issues, risk and governance

Author(s):  Dale JUDD

This masterclass was designed for in-house tax professionals in large superannuation funds, managed investment trusts and other institutional managed funds and their tax advisors.

The presentations focused on internal tax governance issues and risk management policies and how funds can meet requirements and expectations of key stakeholders (e.g. members, unit holders, ATO). The presentations also looked at the interaction of institutional trusts with their custodians for tax reporting and related purposes. Key tax reform projects, such as MITs, Division 6 rewrite, My Super and FATCA were also covered, as well as current issues, such as:

  • measurement of after tax performance
  • present entitlement issues
  • post distribution learnings
  • ATO risk review programs - TOFA, FX, capital losses.
Materials from this session: