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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 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.

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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