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Divorce and super paper

Member Price: $57.00
Non Member Price: $75.00

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 24 Nov 15 by VICTORIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • the common problems:
    • the trust deed 
    • the failure to put documents into evidence
    • the failure to put records of contributions into evidence
    • confusion about members and non-members
    • valuation of an SMSF 
    • the failure to understand court power
    • the failure to take account of tax consequences
    • superannuation agreements have a specific tax issue
    • court orders - some recurring problems.

Author profile

Stephen Bourke ATI
Stephen holds an Arts/Law degree and received the prize for excellence on graduation awarded by the Australian Institute of Management. He is an accredited specialist with the Self-Managed Superannuation Fund Association (SMSFA). Stephen Bourke is a Director in a boutique legal practice, Certus Law, a practice that specialises in trusts and estates, together with superannuation law, property and tax law. Stephen Bourke is author of the text “Super Splitting for Family Lawyers” published in February 2011 and contributes regularly to the professional literature in superannuation law and estate law. - Current at 27 November 2015
Click here to expand/collapse more articles by Stephen BOURKE.

 

This was presented at Workshopping Current SMSF Complexities & Strategies .

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Individual sessions

Divorce and super

Author(s):  Stephen BOURKE

Materials from this session:

Managing disputes in SMSFs

Author(s):  Heather GRAY

Materials from this session:

Property & SMSFs

Author(s):  Rebecca JAMES

Materials from this session:

SuperStream & SMSF

Author(s):  Shane Moore

Materials from this session:

Further details about this event:

 

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