Published on 14 Aug 14
by NATIONAL DIVISION, THE TAX INSTITUTE
This presentation covers:
- financial systems inquiry interim report
- relevant background
- superannuation policy settings
- substantive superannuation observations from the interim report –imputation credits and tax free superannuation
- retirement income
- lifetime annuities
- review of retirement income stream regulation
- lifetime income stream
- product development.
Shayne has extensive experience in advising publicly offered superannuation funds on issues such as taxation at fund level benefits (particularly defined benefits), insurance income streams. He has assisted various bodies in representations to government on superannuation issues including the AICD. Shayne has been closely involved in structuring publicly offered superannuation and related financial products throughout his career. He has prepared many papers on superannuation and lectures on the Taxation and Regulation of Superannuation at the University of Sydney.
- Current at
06 July 2015