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Superannuation and death paper

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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 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 30 August 2017
Click here to expand/collapse more articles by Neal DALLAS.

 

This was presented at Superannuation Intensive .

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

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Superannuation and death

Author(s):  Neal DALLAS

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Further details about this event:

 

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