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Fund termination and matrimonial breakdown paper

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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 12 April 2017
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This was presented at Superannuation Intensive: The brave new world .

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