Published on 30 Apr 14
by VICTORIAN DIVISION, THE TAX INSTITUTE
This presentation covers:
- Wooster v Morris
- Ioppolo v Conti
- Donovan v Donovan
- reversionary pensions
- which takes precedence BDBNs or reversionary pensions?
- "life interest” pensions
- control of SMSFs
- requirement to act in good faith.
Philip Broderick CTA
Phil is a Principal, and heads the superannuation team at Sladen Legal. He provides advice to SMEs and high net worth individuals in relation to superannuation, SMSFs, estate planning, trusts, business structuring, duty and tax. Phil is a member of The Tax Institute's Superannuation Committee, National Superannuation Convention Committee and the Victorian Superannuation Education Sub-committee. He is also the chair of the Technical Committee for the Self-managed Independent Superannuation Funds Association (SISFA) and a regular attendee at the meetings of the ATO's Superannuation Industry Relationship Network (SIRN). Phil is a regular speaker and author of numerous articles. He has also lectured on superannuation for The Tax Institute's Applied Tax course. Current at 19 September 2016
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