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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 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 15 March 2021
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This was presented at Superannuation .

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