Articles Next»

A new determination of an interest in a superannuation fund

Damien Lockie, Bond University

Article comments

Interim status: Citation only.

Lockie, Damien & Galvin, Tim (2009). A new determination of an interest in a superannuation fund. The tax specialist, 12 (5), 258-267.

Access the Journal's homepage.

2009 HERDC submission. FoR code: 1501, 1801

© Copyright Taxation Institute of Australia (TIA), 2009. © Copyright the Authors, 2009.

Abstract

New provisions introduced into the Superannuation (Unclaimed Monies and Lost Members) Act 1999 (Cth) (SUMLMA) by the Temporary Residents’ Superannuation Legislation Amendment Act 2008 (Cth) and the Superannuation (Departing Australia Superannuation Payments Tax) Amendment Act 2008 (Cth) will effectively deny former temporary residents concessional superannuation tax treatment on all currently invested and future funds. This article explores the operation of new Part 3A of SUMLMA, its risks for trustees and the issues in determining a superannuation interest in a fund.

Suggested Citation

Damien Lockie. "A new determination of an interest in a superannuation fund" The tax specialist 12.5 (2009): 258-267.
Available at: http://works.bepress.com/damien_lockie/3



This document is currently not available here.

Share