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