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Fund termination and matrimonial breakdown paper
Published on 17 Jul 07 by QUEENSLAND DIVISION, THE TAX INSTITUTE
This paper covers:
- termination of a fund vs. termination of fund membership
- options on benefit transfers and payments
- transfers on matrimonial breakdown
- in specie transfers.
Author profile
Neal Dallas CTA
Neal is a Principal in McInnes Wilson Lawyers’ Superannuation and Revenu e 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 21 January 2021
This was presented at Superannuation Intensive: The brave new world .
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Fund termination and matrimonial breakdown
Author(s): Neal DALLASMaterials from this session:
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Pension strategies
Author(s): David WOOLLEYMaterials from this session:
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The use of unit trusts and other property strategies
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Superannuation - contribution strategies
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