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

Published on 29 Aug 13 by NATIONAL DIVISION, THE TAX INSTITUTE

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

Click here to expand/collapse more articles by Philip WITHEROW.
 

This was presented at National Superannuation Conference.

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SMSF issues and the ATO

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