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The concept of control, as it applies to super, family trusts and succession in general paper

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DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 18 Jun 15 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • control v ownership
  • Conti case study
  • Munro v Munro [2015] QSC 61
  • Mead v Lemmon (2015) WASC 71
  • transfer of control during life.

 

Author profile

Morgan Solomon
Morgan is founding Director at Perth law firm Solomon Hollett Lawyers, a nationally recognised and awarded lawyer who specialises in all forms of succession law. As one of the state’s leading legal practitioners in his field Morgan was recognised by Doyles Guide in 2018 as a pre-eminent Wills and Estates Succession Planning lawyer and as a leading Wills and Estates Litigation lawyer. He regularly speaks to industry and media about complex issues within the law, legal trends and the impact on Australians and Australian business. In recent years Morgan has held the positions of both Vice Chair and then Chair of the Law Australasia group of leading independent law firms. A third-generation West Australian lawyer, Morgan also takes an active role in the State’s cultural community having obtained an honours degree in fine art before his studies in law. Morgan is also a Founding Member of the WA Chamber of Culture and the Arts, sits on the Board of the Prostate Cancer Foundation and is the Chair of the Perth Theatre Trust. - Current at 22 October 2019

 

This was presented at Superannuation Day .

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The concept of control, as it applies to super, family trusts and succession in general

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