MOving Ahead October 2017

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By Luke Hooper, Special Counsel

Welcome to the October edition of MOving Ahead! This publication is filled with legal and regulatory developments designed to help super fund trustees meet the challenge of minimising the impact and maximising strategic opportunities arising from regulatory change.

In this edition…

  • Superannuation Industry (Supervision) Tax File Number approval No. 1 of 2017 prescribes how superannuation fund trustees should act when requesting, receiving and disclosing beneficiaries’ tax file numbers
  • Transfer Balance Account Report lodgement dates have been prescribed
  • The Commissioner of Taxation proposes further amendments to certain Guidelines drafted in response the Treasury Laws Amendment (Fair and Sustainable Superannuation) Act 2016 (Cth)
  • The Superannuation Complaints Tribunal releases its annual report detailing the number and nature of complaints it has received during the 2017 Financial Year

To read the full publication, click here.

For further information, please do not hesitate to contact us.

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M&A/Corporate Advisory

MOving Ahead August 2018