2024

National Superannuation Conference

Source: New South Wales

Published Date: 31 Oct 2024

 

Now in its 12th year the National Superannuation Conference has long been recognised as the premier event for tax specialists in the superannuation industry, uniquely dealing with the tax issues impacting both the large fund and self-managed superannuation fund sectors.

It’s been another eventful year with numerous changes to digest. Some of these are superannuation tax specific whereas others are broader taxation or superannuation regulatory and industry developments. All of this in an environment of ongoing economic and geopolitical uncertainty.

This year’s program again brought together regulators and leading practitioners from the legal, accounting, audit and financial advisory services fields of the superannuation industry. Over two full days they explored a myriad of tax related challenges impacting the superannuation system, and the opportunities that these might present. The line up of speakers included leading superannuation and tax experts with the essential blend of knowledge and experience in the practical application of the laws. 

Emerging Issues for Large Funds

Author(s): Marco Feltrin , Jamie Barnes
Materials from this session:

Div 296 tax – the new super tax

Author(s): Liz Westover

ATO update

Author(s): David Kasmarik , Andrew Grace
Materials from this session:

Super contributions recap and refresh

Author(s): Craig Day

Domestic Investment

Author(s): Neil Lamb ATI , Darius Lalkaka CTA
Materials from this session:

Tax Governance

Author(s): David Kasmarik , Aaron Bennett , Kara Singleton
Materials from this session:

Pension issues – The constants among the changes

Author(s): Peter Crump CTA

Tax Policy & Advocacy update

Author(s): Julie Abdalla FTI
Materials from this session:

International investments – United States update

Author(s): Landon Mcgrew , Daniel Fletcher , Aparna Koneru , Daniel Mobrici

Superannuation member balance strategies on death

Author(s): Jemma Sanderson CTA

Financial Advice

Author(s): Victoria Yessayan , Bernard Finnegan
Materials from this session:

Navigating the Complexities of Property Investments in SMSFs

Author(s): Shelley Banton

ATO update

Author(s): Paul Delahunty
Materials from this session:

Members’ best financial interests

Author(s): Ruth Stringer , Philip Marquet

ATO Audits – Practical tips and traps

Author(s): Bryce Figot CTA , Shirley Schaefer

The potential role of AI in the further growth of the Superannuation sector

Author(s): Nidal Danoun CTA , James Mabbott

Meeting the retirement challenge

Author(s): Geoff Warren
Materials from this session:

Details

  • Published On:31 Oct 2024
  • Took place at:Crown Sydney

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Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

This material is copyright. Apart from any fair dealing for the purpose of private study., research, critisism or review, as permitted under teh copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.

Unless expressly stated, opininons are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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