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Managed investment trust changes presentation


This presentation covers the new managed investment trust regime, particularly:

  • how this regime has progressed over the last couple of years
  • the practical mechanics of the regime
  • which trust arrangements the new regime applies to
  • how the changes affect multi-tier trust arrangements
  • how the changes affect investment into Australia, and
  • issues going forward.

Author profiles

Dana Fleming CTA
Dana Fleming is the national leader for KPMG's market leading Asset & Wealth Management tax practice. She is widely recognised as the leading superannuation and funds tax adviser in Australia. Dana has more than 20 years of experience, specialising in the taxation of superannuation funds and managed investments. Her client portfolio includes major industry superannuation funds and both major retail and boutique managed funds and their service providers. She works closely with them on the tax implications of their strategic planning and tax governance as well as day to day activities; assisting with tax compliance, dealing with the impact of changing legislation on their systems and products, product structuring and unit pricing. Dana is experienced in the tax issues of superannuation fund mergers having provided tax advice on many of the significant mergers that have occurred. She has also negotiated positive outcomes for her clients over the course many ATO reviews. - Current at 15 February 2018
Dr Philip Bender
Philip is a Barrister and member of the Institute of Chartered Accountants practising in State and Federal taxation, superannuation and commercial law. He is also a sessional member of the Victorian Civil and Administrative Tribunal (although he still appears as a barrister in the tax list of that Tribunal). Philip advises and appears for taxpayers and revenue authorities in State and Federal courts and tribunals and has appeared on a number of occasions in the High Court. He has also been briefed by other government agencies including ASIC, the Official Trustee in Bankruptcy and the Victorian Government Solicitor's Office. - Current at 01 October 2014
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Individual sessions

Managed investment trust changes

Author(s):  Philip BENDER,  Dana FLEMING

Materials from this session:

Further details about this event:


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