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Unit pricing – An institutional investor perspective presentation

Published on 10 Sep 20 by NATIONAL DIVISION, THE TAX INSTITUTE

This presentation covers:

  • the relationship between unit pricing (UP) tax provisioning & a super fund’s mission 
  • governance & best practice in super fund tax provisioning – recap, example
  • super industry themes & issues impacting UP tax provisioning
  • emerging opportunities & challenges … & widening stakeholder interests in super fund tax.

Author profile

Raewyn Williams CTA
Raewyn leads Parametric’s Australian Research efforts, working with Parametric’s Global Research, Product and Portfolio Management teams. She sets the Australian research agenda and ensures that Parametric Australia maintains a position of intellectual leadership in after-tax investing and implementation efficiency. Raewyn has had prior roles at Russell, QIC, Barclays Global Investors and KPMG. Raewyn was formerly a member of the Tax Institute Superannuation Committee and previously served on committees with FTSE, the FSC and ASFA. Raewyn graduated with Bachelors of Economics and Law from the University of Sydney, has a Graduate Diploma of Legal Practice from the College of Law, is a Graduate of the Australian Institute of Company Directors and is a Chartered Tax Adviser. Raewyn has completed the St James Ethics Centre’s Short Course for Good Leadership as Queensland’s nominated representative and is a signatory to the Banking and Finance Oath. Raewyn also serves with a number of not-for-profit entities, including as an elected Chair and Board member of the Conference Executive of Churches of Christ NSW (COCNSW), a member of the Investment Committee of COCNSW and a former committee member of Western District Joggers and Harriers and the Georges River Festival of the Feet. - Current at 05 August 2020
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This was presented at 2020 National Superannuation Online Conference .

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

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