The reform of Australia's superannuation tax laws

Dr Stephen Barkoczy - Associate Professor, Monash Law School

Professional development lecture

In the 2006 Federal Budget, the Treasurer announced major reforms to Australia's superannuation system. In general, these reforms are planned to apply from 1 July 2007. The proposed changes represent some of the most radical reforms to the superannuation laws for more than two decades and provide significant retirement planning opportunities.

This lecture will discuss the history of superannuation in Australia and the tax concessions that drive superannuation investment. The lecture will focus on the proposed changes to the law and will reflect on tax and retirement planning opportunities.

Speaker profile

Stephen Barkoczy is an Associate Professor in the Faculty of Law and a consultant with Blake Dawson Waldron. Stephen has lectured, researched and practised widely in the area of taxation law for many years.

He has published many articles in Australian and international journals and is the author/co-author of Australian Taxation Law (16th ed); Core Tax Legislation and Study Guide (9th ed); Australian Tax Casebook (7th ed); Pooled Development Funds Handbook; and The GST Guide.

He is also a former editor of the Journal of Australian Taxation. Stephen is a member of the advisory panel to the Board of Taxation. He is also a member and former chairman of the Law Institute of Victoria’s Tax and Revenue Committee and the principal examiner of its tax law specialisation program.