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Super death benefits and conflicts of interest – The latest battle ground presentation
Published on 17 Oct 19 by VICTORIAN DIVISION, THE TAX INSTITUTE
This presentation covers:
- the original frontier - control cases
- the second frontier - BDBN challenge cases
- the current frontier – conflict of interest cases
- the next frontier – discretion challenge (claim staking) cases.
Author profile
Philip Broderick CTA
Phil is a principal of Sladen Legal and heads its superannuation team. He is a member of a number of superannuation related committees. This includes being the co-chair of The Tax Institute’s superannuation committee and the chair of SISFA’s technical and policy committee. He is also a member of a number of the ATO’s superannuation liaison groups including the Superannuation Industry Relationship Network (SIRN) and the Superannuation Industry Stewardship Group (SISG). Phil is also heavily involved in liaising with Treasury and ATO in relation to the implementation of new super laws and administrative practices. Phil’s areas of practice include superannuation, duties and state taxes, estate planning and succession, trusts, federal tax and business structuring. Phil was listed in 2020 to 2023 editions of Best Lawyers Australia for superannuation law and was the winner of the SMSF Association’s SMSF Specialist Advisor (SSA) Top Achiever Award in 2019. His articles have featured in The Tax Institute’s Taxation in Australia Journal and CCH’s Super News. He has presented at seminars and conferences conducted by The Tax Institute, the SMSF Association, the Television Education Network, Legalwise and various accounting bodies. - Current at 21 June 2022
This was presented at VIC 7th Annual Tax Forum .
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Individual sessions
SME cases update
Author(s): Robyn JacobsonMaterials from this session:
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Corporate cases update
Author(s): Claire NicholsonMaterials from this session:
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Professional firms - A history of the technical landscape
Author(s): Adam Dimac, Andrew O'BRYANMaterials from this session:
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M&A: Is it safe to go back in the water?
Author(s): Enzo COIA, Anna WilliamsMaterials from this session:
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SME M&A update
Author(s): Daniel Burt, Stuart DallMaterials from this session:
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Legal professional privilege
Author(s): Amber Agustin, Fiona KnightMaterials from this session:
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ATO and large corporates
Author(s): Chris FergusonMaterials from this session:
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ATO – Current issues for private groups
Author(s): Anna LongleyMaterials from this session:
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Unintended consequences: Think twice about family law
Author(s): Tracey Dunn, Helen SukeMaterials from this session:
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Foreign resident capital gains withholding – 3 years on – Where are we now?
Author(s): David Earl, Lynn KOH, Tim Lewis, Jake SelleckMaterials from this session:
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Australian residents, foreign trusts and foreign funds – The new black!
Author(s): Neil BrydgesMaterials from this session:
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Division 7A – A new frontier
Author(s): Michael PARKERMaterials from this session:
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State taxes update
Author(s): Nicholas CliftonMaterials from this session:
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Individual tax residency
Author(s): Julianne JAQUESMaterials from this session:
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Director’s liability
Author(s): Tamara CARDAN, James DonoghueMaterials from this session:
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Super death benefits and conflicts of interest – The latest battleground
Author(s): Philip BRODERICKMaterials from this session:
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Corporate tax residency: State of play
Author(s): Denise HONEYMaterials from this session:
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Research and development tax incentive (RDTI) update
Author(s): Chris VittasMaterials from this session:
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How taxpayers can discharge their burden of proof
Author(s): Gareth RedenbachMaterials from this session:
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Estate planning: Not an exercise just for the rich and famous
Author(s): Nathan YiiMaterials from this session:
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Transfer pricing update
Author(s): Michael JENKINS, Jessica UchidaMaterials from this session:
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