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Trust deed key to nest egg
Record ID:
81700
Format:
LIJ Article
Year:
2010
Author:
Figot, Bryce ; Butler, Daniel ;
Subject:
Self Managed Funds ; Superannuation Funds ; Trust Deeds ; Beneficiaries ;
Source:
LIJ (2010) 84 No 7
Date_of_entry:
30/09/2019
Notes:
A lost self-managed super fund (SMSF) trust deed can cause serious problems. But there is a practical solution that may well be appropriate for many SMSFs.
Section:
Feature
Cases:
Dunstone v Irving [2000] VSC 488 ; Re Bowmill Pty Ltd [2004] NSWSC 161 (Bowmil) ; Kafataris v Deputy Commissioner of Taxation [2008] FCA 1454 ; Lifestyle Communities Ltd (No 3) [2009] VCAT 1869 (22 September 2009) ;
Month:
July

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Author:
Legal Practitioners' Liability Committee ;
Year:
2014
Subject:
Risk Management ; Self Managed Funds ; Superannuation Funds ; Conveyancing ; Claims ;
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Author:
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Year:
2019
Subject:
Succession Planning ; Self Managed Funds ; Superannuation Funds ; Management Strategies ;
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Author:
Proebstl, Andrew ;
Year:
2010
Subject:
Superannuation ; Superannuation Funds ; Self Managed Funds ;
Trust deeds rule in SMSFs
Author:
Legal Practitioners' Liability Committee ;
Year:
2022
Subject:
Trust Deeds ; Self Managed Funds ; Estate Planning ; Superannuation ; Hill v Zuda Pty Ltd [2022] HCA 21 ;
Surplus super
Author:
Batrouney, Jennifer ;
Year:
1991
Subject:
Superannuation ; Trust Deeds ; Re UEB Industries Limited Pension Plan (unreported, 23 March 1990, GaultJ., High Court of New Zealand) ; Re Reevie and Montreal Trust Co. of Canada (1986) 53 O.R. (2d) 595 ; Mettoy Pension Trustees Ltd. v. Evans & Ors [1990] 1 W.L.R. 1587 ; Re Collins and Pension Commission of Ontario (1986) 56 O.R. (2d) 274 ; Davis v. Richards & Wallington Industries Ltd. [1990] 1 W.L.R. 1539 ; Rees & Anor v. Dominion Insurance Co. of Australia Ltd. (1981) 6 A.C.L.R. 71 ; Cunnack v. Edwards [1896] 2 Ch 679 ; Re West Sussex Constabulary's Trusts [1971] 1 Ch 1 ;
Variation of trust deeds
Author:
Nelson, Frank ;
Year:
1991
Subject:
Superannuation ; Trust Deeds ; Re Courage Group's Pension Schemes [1987] 1 All E.R. 528 ; Dillion v. Burns Philip Ltd. (unreported, 4 July 1988, Bryson J., N.S.W.Supreme Court) ; Re UEB Industries Ltd. Pension Plan (unreported, 23 March 1990, Gault J.,High Court of New Zealand) ; Hockin v. Bank of British Columbia (unreported, June 1990, FC, BritishColumbia Court of Appeal) ;
Taxation implications for beneficiaries of a DA
Author:
Stressac, Alfreda ;
Year:
1991
Subject:
Taxation ; Beneficiaries ;
The Westpac decision (R of J)
Author:
Batrouney, Jennifer ;
Year:
1991
Subject:
Trust Deeds ; Superannuation ; Lock v. Westpac Banking Corporation & Ors (unreported, 26 August 1991,Supreme Court of New South Wales, Equity Division, Waddell C.J.) ; Hockin & Ors v. The Bank of British Columbia (unreported, 25 June 1990,British Columbia Court of Appeal) ;
The rights of beneficiaries
Author:
Boaden, Richard ;
Year:
1994
Subject:
Wills ; Beneficiaries ;
Death by beneficiary: The effect on inheritance
Author:
Park, Geoff ;
Year:
1994
Subject:
Wills ; Beneficiaries ; Probate ;
LIV Social
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