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Superannuation funds as trusts presentation

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Non Member Price: $15.00

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Published on 14 Aug 08

This presentation 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
Click here to expand/collapse more articles by Neal DALLAS.

 

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

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

Individual sessions

Settling & re-settling

Author(s):  John MIDDLETON

Materials from this session:

Tips and traps of distributions

Author(s):  Peter BICKFORD

Materials from this session:

Superannuation funds as trusts

Author(s):  Neal DALLAS

Materials from this session:

Trusts & Div 152: Is your trust making a connection

Author(s):  Paul BANISTER

Materials from this session:

Hybrid trusts

Author(s):  Chris DAVIS,  Edward PEARSE

Materials from this session:

Further details about this event:

 

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