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Superannuation funds as trusts paper

Published on 14 Aug 08

This paper covers: 

  • superannuation funds as trusts - some specific issues from a trust law perspective
  • SIS modifications to the general trust law provisions
  • superannuation fund interactions with other trusts.

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
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This was presented at Trusts Intensive: Advanced Tax Planning for Clients .

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Tips and traps of distributions

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