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Superannuation Update

Published on 12 Mar 01 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers a number of recent issues in respect to superannuation including: Drafting of trust deeds for superannuation funds in light of changes for divorce and family law reforms and superannuation; Binding death benefit nominations; Recent superannuation cases including Midas superannuation fund and resettlements where a superannuation fund has carried forward losses; Issues concerning non-residents.

Author profile:

Kevin Munro CTA
Kevin is a Solicitor and Principal of Munro Lawyers, a specialist legal practice in Sydney. He has 37 years experience in tax and superannuation, forming his own firm in 1994. Kevin’s main areas of practice are tax planning, superannuation and estate planning, and he regularly acts as a consultant for other professional firms. Kevin is active in professional education and gives lectures and workshops for various professional organisations. He is a member of the New South Wales Law Society’s Advisory Committee for Small Business Accreditation. Current at 02 June 2015 Click here to expand/collapse more articles by Kevin J MUNRO.
 

This was presented at Recent Developments in Self-Managed Superannuation Funds.

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