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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 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 18 August 2016 Click here to expand/collapse more articles by Neal DALLAS.
 

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

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Superannuation - contribution strategies

Author(s):  Ian BURGESS

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