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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
This was presented at Superannuation .
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Conflicts in a superannuation death benefit context
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Contribution strategies and instalment contracts
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Setting the scene first 100 days in private practice
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Limited recourse borrowing arrangement update
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