Wareham v Marsella – SMSF dispute over trusteeship and death benefit – adult daughter of previous marriage distributes to herself but removed by ‘new’ husband of 30 years
On 20 April 2020, the Victorian Court of Appeal dismissed an appeal by the trustees of a self-managed super fund (SMSF), and upheld the decision setting aside their payment of a death benefit entirely to the surviving trustee, following the death of the sole member of the fund. See below for a summary of the case. [Tax…