Super Fund Tax Impacts: Ideas To Improve Member Outcomes Forum 2019 | IBR Conferences (International Business Review) | 12 May 2019 | Bayview Eden , 6 Queens Rd, Melbourne VIC 3004, Australia

The first forum of its kind in Australia. Tax is the biggest single expense for a superannuation fund and Trustees have fiduciary and legislated obligations to ensure that tax issues are managed to ensure optimum outcomes for members.
This forum examine the ways in which tax impacts super funds, from front office investment strategies and portfolio structuring through to operational and compliance settings managed by fund staff and advisors. Drawing together perspectives across the breadth of a super fund’s organisation, this forum will provide a holistic view of key after-tax issues, strategies and trends impacting large funds. Speakers include academics and practicing experts in the fields of tax advice and tax effective investment management. The forum covers insights into the basics of superannuation fund taxation as well as opportunities to work within tax legislation to ensure a lower tax burden and enhanced fund performance for members. This forum will be informative and, in many cases, invaluable for fund trustees, CEOs, CFOs, CIOs, COOs and members of their teams at all levels. It will also be of great interest to anyone seeking to gain a better understanding of the drivers and management of a superannuation fund’s biggest expense.

2019 Speakers

Raewyn Williams
Managing Director Research, Parametric

Ian Fryer
Head of Research at Chant West

Joe Nekic
Head of Client Finance Services, Link Group

Gordon Mackenzie
Senior Lecturer School of Taxation ＆ Business Law, UNSW

Peter Gardner
Portfolio Manager, Plato Investment Management

Assoc Prof Anthony Asher
Associate Professor School of Risk & Actuarial Studies UNSW Business School

David Carruthers
Principal Consultant, Head of Member Solutions Frontier Advisors Pty Ltd

Graeme Colley
Executive Manager, SMSF Technical & Private Wealth, SuperConcepts