Your shopping cart is empty
In-house tax function and operating model presentation
Published on 24 Aug 17 by NATIONAL DIVISION, THE TAX INSTITUTE
This presentation covers:
- domestic and international tax landscape
- tax risks within superannuation funds
- tax function and tax operating model.
Author profiles
Daryn Loo
Daryn Loo is the General Manager of Investment Tax at Cbus, advising on the tax aspects of the fund’s domestic and international assets. Prior to joining Cbus, Daryn spent over a decade in Big 4 accounting firms and the ATO specialising in financial services and M&A tax. During that time, Daryn advised a broad range of clients, including superannuation/pension funds, sovereign funds, managed funds, banks and custodians. - Current at 18 October 2017Meghan Speers
Meghan Speers is a Financial Services Tax Partner at Deloitte. Meghan has over 17 years experience advising superannuation funds on all areas of tax specialising in investment tax considerations and tax risk management and governance. Meghan has a particular passion for partnering with superannuation funds to optimise their tax operating models to address areas such as tax technology, tax governance frameworks and tax communications and reporting. Meghan is the Superannuation Tax Leader within Deloitte’s Superannuation Industry Advisory team. Meghan is also a member of ASFA’s Tax Standing Advisory Panel. - Current at 24 August 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'HALLORANMaterials from this session:
-
insert_drive_file
- insert_chart
Transfer Balance Cap
Author(s): Jemma SANDERSONMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
2016 Budget Measures – CGT and member taxes issues
Author(s): Brad Ivens, David MILLARMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Fixed Trust Issues for SMSFs
Author(s): Daniel SMEDLEY, Philip BRODERICKMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Indirect Tax Issues for Large Superannuation Funds
Author(s): Louisa Hately, Steven PATERSONMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Fixing Errors in SMSFS – Retirement Phase
Author(s): Melanie DunnMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Fixing Errors in SMSFS – Accumulation Phase
Author(s): Shirley SCHAEFERMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Indirect taxes
Author(s): James GORDONMaterials from this session:
-
insert_chart
Contributions
Author(s): Mark WILKINSONMaterials from this session:
-
insert_chart
Large Superannuation Fund stream – Domestic income tax issues in investments
Author(s): Prashanthen Ranjit KUMARMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Helping Clients RIP Following the Superannuation Reform
Author(s): Thalia DardamanisMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Trends in court decisions affecting superannuation funds
Author(s): Michael MATHIESONMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
International Investments
Author(s): Todd CHESLA, Jeff MILLER, Makoto TAKAHASHIMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Discussion with the ATO
Author(s): Kasey MacFarlaneMaterials from this session:
-
insert_drive_file
- insert_chart
Transitional CGT Relief for Pension Assets
Author(s): Graeme COLLEYMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Current developments / emerging issues
Author(s): Ken WooMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
In-house tax function and operating model
Author(s): Meghan SPEERS, Daryn LOOMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
International Tax Planning for SMSFs
Author(s): Denise HONEYMaterials from this session:
-
insert_chart
Where to for Retirement Incomes and Product Design?
Author(s): Michael RiceMaterials from this session:
-
insert_chart
Further details about this event:
Copyright Statement