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Trends in court decisions affecting superannuation funds presentation

Member Price: Free
Non Member Price: $15.00

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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 .

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Individual sessions

ATO presentation: superannuation funds

Author(s):  James O'HALLORAN

Materials from this session:

Transfer Balance Cap

Author(s):  Jemma SANDERSON

Materials from this session:

2016 Budget Measures – CGT and member taxes issues

Author(s):  Brad Ivens,  David MILLAR

Materials from this session:

Fixed Trust Issues for SMSFs

Author(s):  Daniel SMEDLEY,  Philip BRODERICK

Materials from this session:

Indirect Tax Issues for Large Superannuation Funds

Author(s):  Louisa Hately,  Steven PATERSON

Materials from this session:

Fixing Errors in SMSFS – Retirement Phase

Author(s):  Melanie Dunn

Materials from this session:

Fixing Errors in SMSFS – Accumulation Phase

Author(s):  Shirley SCHAEFER

Materials from this session:

Indirect taxes

Author(s):  James GORDON

Materials from this session:

Contributions

Author(s):  Mark WILKINSON

Materials from this session:

Large Superannuation Fund stream – Domestic income tax issues in investments

Author(s):  Prashanthen Ranjit KUMAR

Materials from this session:

Helping Clients RIP Following the Superannuation Reform

Author(s):  Thalia Dardamanis

Materials from this session:

Trends in court decisions affecting superannuation funds

Author(s):  Michael MATHIESON

Materials from this session:

International Investments

Author(s):  Todd CHESLA,  Jeff MILLER,  Makoto TAKAHASHI

Materials from this session:

Discussion with the ATO

Author(s):  Kasey MacFarlane

Materials from this session:

Transitional CGT Relief for Pension Assets

Author(s):  Graeme COLLEY

Materials from this session:

Current developments / emerging issues

Author(s):  Ken Woo

Materials from this session:

In-house tax function and operating model

Author(s):  Meghan SPEERS,  Daryn LOO

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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