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Superannuation funds as trusts paper

Published on 14 Aug 08

This paper covers: 

  • superannuation funds as trusts - some specific issues from a trust law perspective
  • SIS modifications to the general trust law provisions
  • superannuation fund interactions with other trusts.

Author profile:

Neal Dallas FTIA, is a Special Counsel in the Business & Revenue group of McCullough Robertson. He has extensive experience in taxation, business structuring and estate planning. He advises trustees of various types of trust on taxation, structuring and succession issues. Neal advises on the establishment and acquisition of business and investment entities and on business taxation issues. He also advises the superannuation industry, including corporate, industry and self-managed superannuation fund trustees. Apart from advising business entities, Neal also advises many individuals on estate planning, succession planning, family trust arrangements, life insurance issues and asset protection.
Current at 19 February 2009 Current at 14 January 2013 Click here to expand/collapse more articles by Neal DALLAS.


This was presented at Trusts Intensive: Advanced Tax Planning for Clients .

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