Thursday, 20 November 2025
Chair
Stephen Lynch, Director, Somerville Legal; Accredited Specialist in Wills and Estates; Recommended Wills & Estates Litigation Lawyer, Doyle’s Guide 2024 and former author, LexisNexis ‘Practical Guide Succession Law’
Description
Attend and earn 1 CPD unit in Substantive Law
This program is based on NSW Legislation
Developments in Superannuation Estate Planning
- Proposed Div 296 tax on super balances above $3M and its impact on succession planning
- Recent views on the concept of a ‘dependant’ for superannuation law: Can a step-child qualify as a dependent?
- Binding death benefit nominations: lessons for robust superannuation estate planning from case law
- Estate planning for a sole member self managed superannuation fund: lessons from In the matter of Gainer Associates Pty Ltd [2024] NSWSC 1138
Presented by Dung Lam, Principal, West Garbutt; Accredited Taxation Law Specialist New South Wales Law Society; Chartered Tax Adviser
Presenters
Dung Lam, Principal, West GarbuttDung Lam is a tax and superannuation lawyer with years of experience advising on a wide variety of taxes including income tax, capital gains tax, GST and state taxes such as payroll tax and land tax. Dung also assists taxpayers in obtaining rulings from and managing tax disputes with the Australian Taxation Office and state revenue authorities. Dung has extensive experience in advising on the taxation of trusts, superannuation issues concerning self managed superannuation funds and tax issues related to estate planning. Dung advises a broad range of clients ranging from small to medium enterprises, high net worth individuals, professional firms, accountants and their clients. Dung is a Chartered Tax Adviser, a full member of the Society of Trusts and Estates Practitioners and an accredited Taxation Law Specialist with the New South Wales Law Society
Stephen Lynch, Director, Somerville Legal
Stephen is an Accredited Specialist in wills and estates, having specialised in the area of wills, probate, estate planning and succession for more than 20 years. His experience includes complex estate planning, including advising in relation to asset protection measures such as creation of testamentary trusts. Stephen also specialises in contested estates, including testamentary capacity disputes and Family Provision claims. Stephen is one of the authors of the highly regarded Lexis Nexis Practical Guidance publication on Succession Law, has spoken across Australia on wills and estates matters, and has been listed in the Doyles Guide of top wills and estates lawyers in NSW every year since 2015.
