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The increasingly litigious superannuation environment paper

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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 18 Jul 19 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • some basics about superannuation law
  • binding death benefit nominations (BDBNs)
  • McIntosh v McIntosh
  • Brine v Carter
  • Burgess v Burgess
  • Gonciarz v Bienias
  • re Marsella (No 2)
  • take-away points.

Author profile

Caite Brewer
Caite Brewer, of Hemmant’s List has been a Barrister and a Solicitor for more than 28 years. She is one of only five Queensland Law Society (QLS) accredited specialists in succession law at the Queensland Bar and was the highest achiever in her graduating year. Caite is consistently named “Market Leader” and “preeminent” junior counsel in Estate Litigation in Doyle’s List. She is a regular presenter at seminars on all things estates and trusts. She has a particular interest in contentious probate and superannuation disputes. - Current at 09 November 2022
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This was presented at 2019 Death...and Taxes Symposium .

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Individual sessions

The increasingly litigious superannuation environment

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Incapacity in more depth – Issues that affect us all

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An update on how to manage superannuation monies after death

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Testamentary trusts are an estate planning superpower … but will they survive the impending attack on trusts?

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Setting the context: Why is advising in the area of estates increasingly important?

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International complexities becoming the norm for deceased estates

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Australian Tax Office

Author(s):  Danijela Jablanovic

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Further details about this event:

 

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