shopping_cart

Your shopping cart is empty

Fund termination and matrimonial breakdown presentation

Published on 17 Jul 07 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation covers:

  • termination of a fund vs. termination of fund membership
  • options on benefit transfers and payments
  • transfers on matrimonial breakdown
  • in specie transfers.

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
Click here to expand/collapse more articles by Neal DALLAS.

 

This was presented at Superannuation Intensive: The brave new world .

Get a 20% discount when you buy all the items from this event.

Individual sessions



Superannuation - contribution strategies

Author(s):  Ian BURGESS

Materials from this session:

Further details about this event:

 

Copyright Statement
click to expand/collapse