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Managing disputes in SMSFs 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 24 Nov 15 by VICTORIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • what types of disputes arise in SMSFs?
  • the regulatory framework
  • constituent documents
  • dispute resolution for SMSFs
  • dispute-proofing an SMSF.

Author profile

Heather Gray CTA
Heather is a superannuation law partner at Hall & Wilcox Lawyers. She has been involved in the development and implementation of superannuation policy through her roles as a member (and former Chair) of the Superannuation Committee of the Law Council of Australia and as a member of regulatory consultative committees and of the Board of Taxation Advisory Panel. A frequent speaker at superannuation conferences, she is a Chartered Tax Adviser, a member of the Australian Institute of Superannuation Trustees and the Australian Institute of Company Directors, and holds Honours degrees in Law and in Arts from the University of Melbourne. - Current at 31 May 2019
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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

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