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Superannuation - Tax perspectives from both sides of the fence presentation

Published on 08 Oct 15 by VICTORIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • context
  • from tax advisor to tax user
  • expectations of the users:
    • Board
    • audit committee
    • investment committee
    • others
  • tips and traps
  • does size matter?

Author profile

Noelle Kelleher
Noelle has nearly 30 years experience in the financial services industry, with a particular focus on superannuation. In her role as CFO, Noelle is accountable for financial matters (including taxation) of the Vision Super group which includes two trustees, a superannuation fund and a pooled superannuation trust. Noelle provides strategic advice and assistance on all related matters pertaining to the various entities within the Vision Super group. Prior to joining Vision Super as the CFO, Noelle was a tax partner at two of the “big four” professional services firms and has been actively involved in the various sectors within the superannuation industry including the self-managed superannuation fund (SMSF) segment. - Current at 30 June 2015

 

This was presented at Vic 3rd Annual Tax Forum .

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

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Author(s):  Stuart Orme

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Further details about this event:

 

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