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In-house tax function and operating model paper

Published on 24 Aug 17 by NATIONAL DIVISION, THE TAX INSTITUTE

This paper covers:

  • overview
  • the superannuation tax environment
  • tax risks within a superannuation fund
  • tax function and tax operating model.

Author profiles

Daryn Loo
Daryn Loo is the General Manager of Investment Tax at Cbus, advising on the tax aspects of the fund’s domestic and international assets. Prior to joining Cbus, Daryn spent over a decade in Big 4 accounting firms and the ATO specialising in financial services and M&A tax. During that time, Daryn advised a broad range of clients, including superannuation/pension funds, sovereign funds, managed funds, banks and custodians. - Current at 18 October 2017
Meghan Speers
Meghan Speers is a Financial Services Tax Partner at Deloitte. Meghan has over 17 years experience advising superannuation funds on all areas of tax specialising in investment tax considerations and tax risk management and governance. Meghan has a particular passion for partnering with superannuation funds to optimise their tax operating models to address areas such as tax technology, tax governance frameworks and tax communications and reporting. Meghan is the Superannuation Tax Leader within Deloitte’s Superannuation Industry Advisory team. Meghan is also a member of ASFA’s Tax Standing Advisory Panel. - Current at 24 August 2017

 

This was presented at 2017 National Superannuation Conference .

Get a 20% discount when you buy all the items from this event.

Individual sessions

ATO presentation: superannuation funds

Author(s):  James O'HALLORAN

Materials from this session:







Indirect taxes

Author(s):  James GORDON

Materials from this session:

Contributions

Author(s):  Mark WILKINSON

Materials from this session:





Discussion with the ATO

Author(s):  Kasey MacFarlane

Materials from this session:




International Tax Planning for SMSFs

Author(s):  Denise HONEY

Materials from this session:

Where to for Retirement Incomes and Product Design?

Author(s):  Michael Rice

Materials from this session:

Further details about this event:

 

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