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Asset protection - Just how safe is your superannuation? paper

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Published on 31 Oct 13 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

We assume assets in a super fund are safe, this is not true. What are the true limits including:

  • the nature of rights in super and shaping this is vital
  • how members, non-members and others can access assets in super funds
  • the apparent attitude of the ATO to recovery of tax debts from superannuation funds
  • rights of other creditors to claim moneys from the trustee of a super fund in respect of a member
  • the implications of the decision in Denlay.

Author profile

Peter Bobbin CTA
Photo of author, Peter BOBBIN Peter is in his 32nd year of superannuation, taxation and estate planning solutions. Many clients, large and small, have business and family wealth succession plans that are operating today, which were first developed 27 years ago under Peter's guidance. He is a former lecturer in the Masters of Taxation, Laws and Financial Planning degrees at the University of Western Sydney, and has presented to the ATO, ASIC and a variety of other acronym organisations. In 2015, Peter was awarded SME Tax Adviser of the Year by The Tax Institute. - Current at 16 October 2019
Click here to expand/collapse more articles by Peter BOBBIN.

 

This was presented at NSW 10th Annual Estate and Business Succession Planning .

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Asset protection - Just how safe is your superannuation?

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