Published on 29 Aug 13
by NATIONAL DIVISION, THE TAX INSTITUTE
This paper covers:
investment governance framework
the trustees response to the prudential requirements
tax considerations when making investments
adverse tax consequences
additional compliance obligations
Considerations for Pension Members
pooled superannuation trusts (PSTs)
Philip Witherow CTA
Philip CTA, is the General Manager Taxation at Cbus where he is responsible for the taxation affairs for Cbus and the Cbus Property entities. 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 20 years. Current at 19 September 2016
The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.
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