Published on 24 Aug 17
by NATIONAL DIVISION, THE TAX INSTITUTE
This paper covers:
- transitional CGT relief
- unit pricing and other consequences.
Brad is an Executive Director in EY’s Financial Services tax practice, who works with Melbourne and Sydney-based clients across the financial services industry. In particular, Brad has over 19 years’ experience in providing tax compliance and advisory services for the superannuation industry, covering matters such as investment due diligence, capital gains tax planning, unit pricing/crediting rate reviews, custodian tax reporting, fund administration, tax effect accounting and ATO reviews/audits. His clients have ranged from some of Australia’s largest industry and employer-sponsored funds, through to public sector and self-managed funds. Brad has also been an active contributor to the government and the ATO in relation to the current superannuation tax reforms.
- Current at
12 March 2018
Dave Millar is a Senior Manager in EY’s Actuarial Services practice, working within the firm for 10 years. Dave specialises in providing practical risk management advice to superannuation, wealth management and life insurance clients. He is the secretary of the Actuaries Institute’s Life Insurance and Wealth Management Practice Committee, providing him access to senior leaders across the financial services industry, including throughout a number of regulators. Dave has seen the full gambit of calamities when it comes to unit pricing, many of which have arisen due to taxation issues. Currently Dave is assisting a number of operators manage their compliance programs with new TRIS rules and ASIC’s RG97 reporting requirements. In his free time, Dave is particularly interested in the development of autonomous cars and both the moral and insurance issues that it creates.
- Current at
20 September 2017