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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 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 23 February 2021
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This was presented at Trusts Intensive: Advanced Tax Planning for Clients .

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Tips and traps of distributions

Author(s):  Peter BICKFORD

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