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Superannuation and death paper

Published on 17 Apr 08 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers: 

  • benefit payment options
  • control issues in SMSFs
  • the cases for and against BDBNs and 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
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This was presented at Superannuation Intensive .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Investment rules update and June 2009 trust issues

Author(s):  Michael LORIMER

Materials from this session:




Further details about this event:

 

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