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Fund termination and matrimonial breakdown paper

Published on 17 Jul 07 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • termination of a fund vs. termination of fund membership
  • options on benefit transfers and payments
  • transfers on matrimonial breakdown
  • in specie transfers.

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 is recognised in the 2022 Edition of Best Lawyers in Australia in the areas of Superannuation Law, Tax Law, Trusts and Estates, and Wealth Management/Succession Planning Practice. - Current at 20 January 2022
Click here to expand/collapse more articles by Neal DALLAS.

 

This was presented at Superannuation Intensive: The brave new world .

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Superannuation - contribution strategies

Author(s):  Ian BURGESS

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