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Superannuation and death paper

Published on 17 Apr 08 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers: 

  • benefit payment options
  • control issues in SMSFs
  • the cases for and against BDBNs and 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 .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Investment rules update and June 2009 trust issues

Author(s):  Michael LORIMER

Materials from this session:




Further details about this event:

 

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