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Tax considerations relevant to investments by super funds - An industry perspective


This paper covers:

  • overview
  • investment governance framework
  • the trustees response to the prudential requirements
    • due diligence
    • after-tax returns
  • tax considerations when making investments
    • adverse tax consequences
    • tax risks
    • additional compliance obligations 
  • Considerations for Pension Members
    • pooled superannuation trusts (PSTs)
    • unit trusts
  • conclusion

Author profile

Philip Witherow CTA
Philip Witherow, CTA, is the Head of Group Tax at Cbus where he is responsible for the taxation affairs of the Fund. Prior to Cbus, Philip was a Principal in the Tax and Legal section at PricewaterhouseCoopers specialising in financial services and in particular large superannuation funds. He has been involved in the taxation industry for more than 30 years. - Current at 23 July 2020
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This was presented at National Superannuation Conference .

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Individual sessions

Chasing tax within unit prices or credit rates

Author(s):  Dana FLEMING,  Narelle TOOHEY

Materials from this session:

Large fund issues and the ATO

Author(s):  Stuart FORSYTH

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SMSF regulatory update

Author(s):  Greg TANZER

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Living to age 120, the pensions dilemma and other defined benefit conundrums

Author(s):  Barry RAFE

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Tax issues in successor fund transfers

Author(s):  Ross Stephens

Materials from this session:

SMSF issues and the ATO

Author(s):  Stuart FORSYTH

Materials from this session:

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