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Law Council of Australia Superannuation Law Conference | Gold Coast

  • QT Hotel Gold Coast Australia (map)
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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.