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Fund mergers and other significant transactions presentation

Published on 21 Aug 15 by NATIONAL DIVISION, THE TAX INSTITUTE

This presentation covers:

  • successor fund transfers/mergers
  • MySuper transfers
  • transfers to a PST
  • change in custodian
  • change in administrator.

Author profile

Ross Stephens CTA
Ross is one of the most recognised tax advisers to the superannuation industry in Australia, with key clientele including many of the largest industry, corporate, public sector and retail funds. He has assisted the Association of Superannuation Funds of Australia with many industry submissions to government, Treasury and the ATO on tax-related matters, most recently in respect of draft ruling TD 2014/D22 on funds’ foreign income tax offset entitlements. - Current at 24 September 2015
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This was presented at National Superannuation Conference 2015 .

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