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Trends in court decisions affecting superannuation funds presentation

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

This presentation covers the cases:

  • REST v Pain
  • Westpac Securities v Cooper
  • Bideena
  • BT Funds Management
  • Commonwealth Bank Super v Beck
  • Miljevic v Holden Super.

Author profile

Michael Mathieson
Michael Mathieson of Allens Linklaters specialises in superannuation, life insurance, distribution and financial services law. His clients include the wealth management arms of the major banks, corporate and industry superannuation funds, financial advice businesses and life insurers. Michael’s practice includes regulatory, trust and tax advice for superannuation funds, including advice and other work relating to Stronger Super, MySuper and FOFA; regulatory advice and other work for financial advice businesses, including FOFA and financial advice practice sales; product design and implementation for superannuation funds and life companies, including guaranteed retirement products; and material outsourcing agreements and other arrangements for regulated entities. Michael publishes regularly on the matters in which he specialises, including in the Australian Superannuation Law Bulletin and the Financial Services Newsletter. - Current at 04 October 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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