[PDF] Tax Aware Investment Management By Public Offer Superannuation Funds In Australia eBook

Author : Gordon Mackenzie
Publisher :
Page : 32 pages
File Size : 42,86 MB
Release : 2014
Category :
ISBN :

GET BOOK

The Superannuation Industry Supervision Act 1993 (Cth) (the SIS Act) has been amended from 1 July 2013 to require the trustees of Australian superannuation funds to have regard and consider the taxation consequences of their investment strategy. In spite of the literature strongly supporting the benefits of taking tax into account when investing (Tax Aware Investment Management, TAIM) by funds, the extent to which negative perceptions existed about TAIM were unclear. This study was directed at exploring the attitudes, practices and expectations of Chief Investment Officers (CIOs) of public offer superannuation funds in respect of TAIM and in the context of the recent reform. Semi-structured interviews were conducted with 22 CIOs. It was found that they rejected all negative reasons for not utilising TAIM. More importantly, the CIOs were supportive of TAIM and felt that any views to the contrary were not theirs. The CIOs did already practice limited TAIM methods with respect to Capital Gains Tax and imputation credits, and they expected little change in the way that they manage their funds from 1 July 2013.

Author : Jimmy B. Prince
Publisher : John Wiley & Sons
Page : 245 pages
File Size : 37,47 MB
Release : 2011-01-04
Category : Business & Economics
ISBN : 1742468500

GET BOOK

Created especially for the Australian customer! Take on tax issues with confidence — and minimise your tax bill Paying tax doesn't have to be a nightmare. In Tax For Australians For Dummies, 2nd Edition, Jimmy B. Prince steers you through the labyrinth of everyday tax issues. Whether you're an employee, investor, business owner, retiree or student, this easy-to-follow guide answers your tax questions. Bonus materials are available offline at www.dummies.com. Build your tax knowledge—lodge a tax return or deal with an audit with confidence Investigate tax-effective investment—take advantage of investing in shares and property Reduce your tax bill as a small business owner—understand the rules and claim, claim, claim Understand your income tax rates—deal with federal, state and local government taxes Find expert guidance—come to terms with key tax principles and tap into the cases behind Australian tax law Choose the right business structure—reduce your business tax bill the right way Prepare for retirement—plan for tax-free twilight years Tap into government concessions—understand all the options Open the book and find: Strategies to reduce the tax paid on share dividends How you're taxed if you receive a termination or redundancy payment Case studies—with practical, step-by-step examples How your child's income, investments and trust distribution are taxed Exactly what you need to know about GST How to calculate capital gains tax on sale of investments Which tax concession you can claim for your business type Learn to: Lodge your tax returns and maximise your refund Minimise your small business tax bill Make the most of tax-free investing Use the tax system to increase your super

Author : Sudhir Rajkumar
Publisher : World Bank Publications
Page : 364 pages
File Size : 45,18 MB
Release : 2011
Category : Social Science
ISBN : 0821384708

GET BOOK

And key messages -- Key principles of governance and investment management -- Governance of public pension assets -- Governance structures and accountabilities -- Qualification, selection, and operation of governing bodies -- Operational policies and procedures -- Managing fiscal pressures in defined-benefit schemes -- Policy responses to turbulent financial markets -- Investment of public pension assets -- Defining the investment policy framework for public pension funds -- Managing risk for different cohorts in defined-contribution schemes -- An asset-liability approach to strategic asset allocation for pension funds -- In-house investment versus outsourcing to external investment managers -- International investments and managing the resulting currency risk -- Alternative asset classes and new investment themes.

Author : Trish Power
Publisher : John Wiley & Sons
Page : 589 pages
File Size : 19,43 MB
Release : 2012-03-08
Category : Business & Economics
ISBN : 1118348524

GET BOOK

Created especially for the Australian customer! Getting your super working for you is easier than you think. Does taking control of your superannuation seem far too complicated? Are you unsure how the latest super and tax rules, and changes to the Age Pension, will affect you? Don't worry! Superannuation For Dummies, 2nd Edition, explains all the issues in plain English, providing super-boosting strategies and practical examples to help you make the most of your super and retirement. Discover how to: Work out how much money is enough Increase your contributions and your fund balance Plan for a tax-free retirement Choose a superannuation fund Set up a DIY super fund Make the most of the Age Pension and other concessions

Author : Scott Pape
Publisher : John Wiley & Sons
Page : 298 pages
File Size : 28,90 MB
Release : 2019-06-12
Category : Business & Economics
ISBN : 0730324230

GET BOOK

** Reviewed and updated for the 2020-2021 financial year** This is the only money guide you'll ever need That's a bold claim, given there are already thousands of finance books on the shelves. So what makes this one different? Well, you won't be overwhelmed with a bunch of 'tips' … or a strict budget (that you won't follow). You'll get a step-by-step formula: open this account, then do this; call this person, and say this; invest money here, and not there. All with a glass of wine in your hand. This book will show you how to create an entire financial plan that is so simple you can sketch it on the back of a serviette … and you'll be able to manage your money in 10 minutes a week. You'll also get the skinny on: Saving up a six-figure house deposit in 20 months Doubling your income using the 'Trapeze Strategy' Saving $78,173 on your mortgage and wiping out 7 years of payments Finding a financial advisor who won't rip you off Handing your kids (or grandkids) a $140,000 cheque on their 21st birthday Why you don't need $1 million to retire … with the 'Donald Bradman Retirement Strategy' Sound too good to be true? It's not. This book is full of stories from everyday Aussies — single people, young families, empty nesters, retirees — who have applied the simple steps in this book and achieved amazing, life-changing results. And you're next.

Author : OECD
Publisher : OECD Publishing
Page : 94 pages
File Size : 40,58 MB
Release : 2021-05-20
Category :
ISBN : 9264852395

GET BOOK

This edition of the OECD Sovereign Borrowing Outlook reviews developments in response to the COVID-19 pandemic for government borrowing needs, funding conditions and funding strategies in the OECD area.