Ross is one of the most recognised tax advisers to the superannuation industry in Australia, with key clientele including many of the largest industry, corporate, public sector and retail funds. He has assisted the Association of Superannuation Funds of Australia with many industry submissions to government, Treasury and the ATO on tax-related matters, most recently in respect of draft ruling TD 2014/D22 on funds’ foreign income tax offset entitlements.
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Ross Stephens CTA
Fund mergers and other significant transactions
- Presentation
21 Aug 2015
Fund mergers and other significant transactions
- Paper
21 Aug 2015
Issues for the claiming of FITOs
- Paper
14 Aug 2014
Tax issues in succession fund transfers
- Presentation
29 Aug 2013
Superannuation Update - SMSF
- Presentation
24 Aug 2000
The impact of tax reform on SMSF's from mid 2000
- Presentation
16 Mar 2000
Superannuation workshop
- Paper
09 Jun 1999
Planning opportunities
- Paper
04 Jun 1998
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