This session will examine a number of recent cases on challenges to death benefit decisions, including lessons that can be learned and how similar claims could be avoided. This will include:
Challenging the control of an SMSF
Challenging a BDBN
Changing trustee decisions
Changing trustee decision making processes
Presenter
Phil Broderick
Phil heads Sladen Legal’s superannuation and state taxes teams. He is a Chartered Tax Advisor (CTA), a SMSF Specialist Advisor (SSA) and a member (and past member) of multiple superannuation related committees. Phil is a regular author and presenter. He frequently liaises with the Australian Taxation Office (ATO) and Treasury in relation the implementation and administration of the superannuation laws.
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