I will speak at the Law Council of Australia’s Superannuation Law Conference on “Current thinking on the ‘sole purpose’ test for trustees:
The use of fund assets for marketing campaigns and sponsorships and to fund the development of new technologies.
Duties of trustees in paying adviser service fees from the fund – what should the trustee do to confirm fees can be legitimately deducted from members’ accounts?
How trustees are currently interpreting the sole purpose test.
The extent to which the Royal Commission has impacted on the sole purpose test.