Recent superannuation decision highlights need to address breaches early.
13 Oct 09 |
RETIREMENT & ESTATE PLANNING BULLETIN
Issue: September 2009
Pages: pp. 182-183
On 14 July 2009, the Administrative Appeals Tribunal handed down its decision in JNVQ v Cmr of Taxation. The decision highlights the need for superannuation trustees to be watchful for any potential breaches of the Superannuation Industry (Supervision) Act 1993 and to act on them in a timely manner.
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Peter is a Senior Lawyer in EY Law. He has extensive experience advising clients in relation to estate planning, asset protection and succession planning. He has particular expertise in the area of structuring of trusts including dealing with passing on the control of such trusts.
- Current at
07 April 2015
Neal is a Principal in McInnes Wilson Lawyers’ Superannuation and Revenue Group. He has extensive experience advising clients in the areas of superannuation, tax, estate planning and asset protection. He has advised corporate, industry and self-managed funds and their employers across a range of superannuation-related matters including fund establishment, fund mergers and transfers, benefit payment issues, superannuation borrowing arrangements, taxation of contributions and earnings, fund wind-ups and trustee training.
- Current at
15 April 2019