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Conflicts in a superannuation death benefit context paper

Published on 28 Apr 15 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • the roles
  • the duties
  • the conflicts
  • McIntosh v McIntosh
  • conflicting fiduciary obligations and interest - other cases
  • strategies to reduce or eliminate the potential for conflicts.

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.

 

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