Published on 21 May 15
by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
This presentation covers:
- control of a SMSF
- loss of capacity of a member
- death of a member
- superannuation death benefits
- BDBNs - when are they binding
- Wooster v Morris - non-delivery.
Lisa is a Solicitor at N.Panos & Associates, a boutique law firm specialising in tax, superannuation, commercial law, and estate and business succession planning matters. Lisa has provided clients with superannuation and estate planning advice including representing clients in family provision claims.
- Current at
28 June 2016