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Conflicts in a superannuation death benefit context paper

Published on 28 Apr 15 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • the roles
  • the duties
  • the conflicts
  • McIntosh v McIntosh
  • conflicting fiduciary obligations and interest - other cases
  • strategies to reduce or eliminate the potential for conflicts.

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 21 January 2021
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This was presented at Superannuation .

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