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Superannuation funds as trusts presentation

Published on 14 Aug 08

This presentation 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 Revenue 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 18 August 2016 Click here to expand/collapse more articles by Neal DALLAS.
 

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

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

Individual sessions

Tips and traps of distributions

Author(s):  Peter BICKFORD

Materials from this session:




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