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Looking beyond the horizon – Likely reforms for superannuation tax policy for the future of the industry paper

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
  • scope
  • background
  • lifetime income stream
  • product development.

Author profile:

Shayne Carter CTA
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 19 September 2016 Click here to expand/collapse more articles by Shayne CARTER.
 

This was presented at National Superannuation Conference 2014.

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

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Looking beyond the horizon – Likely reforms for superannuation tax policy for the future of the industry

Author(s):  Shayne CARTER

Materials from this session:


Further details about this event:

 

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