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Superannuation Update

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

This powerpoint presentation 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 Munro is a solicitor and principal of Munro Lawyers. He has 40 years’ experience in tax and superannuation, forming his own firm, Munro Lawyers (initially called Kevin Munro & Associates) in 1994. Kevin provides advice to clients, particularly professional firms and their clients, in respect of tax planning, superannuation, estate planning and wills, 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 was a member of the NSW Law Society’s Advisory Committee for Small Business Accreditation. Kevin is a Certified Tax Practitioner of the Tax Institute and a fellow of the Society of Trustees and Estate Planners. Kevin also holds a Masters Degree in Commerce, a Bachelors Degree in Agricultural Economics and Diploma of Law, and is a 1979 Churchill Fellow. - Current at 21 July 2017
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This was presented at Recent Developments in Self-Managed Superannuation Funds .

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