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2016 Budget Measures – CGT and member taxes issues presentation

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

This presentatrion covers:

  • transitional CGT relief 
  • unit pricing and other consequences.

Author profiles

David Millar
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
Brad Ivens ATI
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
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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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