Court dismisses appeal of SMSF death benefits decision
A Victorian court’s dismissal of an appeal on a decision made on SMSF death benefits has put into focus the high standards that trustees are held to when performing their duties in managing their funds, notes a law firm.
The case of Re Marsella; Marsella v Wareham (No 2) [2019] VSC 65 involved the estate of Helen Marsella, who, prior to her death on 27 April 2016, had managed her retirements funds via an SMSF, the Swanston Superannuation Fund.
Read more at SMSF Adviser.
