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Fund termination and matrimonial breakdown paper

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DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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 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 March 2021
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This was presented at Superannuation Intensive: The brave new world .

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