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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
This was presented at Superannuation Intensive .
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Withdrawal & pension strategies
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Superannuation and death
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