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What happens to a members balance in a superannuation fund when the member dies? paper

Published on 26 Jun 14 by VICTORIAN DIVISION, THE TAX INSTITUTE

This paper covers the recent case of Wooster v Morris.

Author profile:

Michael Norbury CTA
Michael has over 25 years experience in the areas of commercial law, revenue law (income tax, state taxes, GST, international tax), and estate planning. As an accomplished practitioner in the commercial area, Michael advises clients on an array of matters relating to taxation and revenue and general commercial issues in industries, including retail, energy, manufacturing and telecommunications. Michael is a member of The Tax Institute's Victorian State Taxes Subcommittee. After more than 10 years at Madgwicks, Michael has recently established his own practice. Current at 01 January 2016 Click here to expand/collapse more articles by Michael NORBURY.
 

This was presented at Death & Taxes – Critical Issues in Estate Planning: Part 1.

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Author(s):  Hall & Wilcox Lawyers

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