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Navigating tax risk: Superannuation funds presentation


This masterclass was designed for in-house tax professionals in large superannuation funds, managed investment trusts and other institutional managed funds and their tax advisors.

The presentations focused on internal tax governance issues and risk management policies and how funds can meet requirements and expectations of key stakeholders (e.g. members, unit holders, ATO). The presentations also looked at the interaction of institutional trusts with their custodians for tax reporting and related purposes. Key tax reform projects, such as MITs, Division 6 rewrite, My Super and FATCA were also covered, as well as current issues, such as:

  • measurement of after tax performance
  • present entitlement issues
  • post distribution learnings
  • ATO risk review programs - TOFA, FX, capital losses.

Author profile

Sheena Kay CTA
Sheena is the partner responsible for KPMG's national Superannuation and Funds Management Tax practice. Sheena has over 30 years' experience in tax consulting specialising in large Superannuation funds and the financial services industry. Sheena is a thought leader in strategic tax planning and management and an advocate of after tax performance for superannuation funds. - Current at 26 February 2014


This was presented at Navigating Tax Risks for Institutional Trust Masterclass .

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Individual sessions

Navigating tax risks: Superannuation funds

Author(s):  Sheena KAY

Materials from this session:

Managed funds: Taxation issues, risk and governance

Author(s):  Dale JUDD

Materials from this session:

Further details about this event:


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