Recorded Webinar: Binding Death Benefit Nominations: Imperatives for Estate Planners

Date:  4th May 2021
Duration:  approx. 1 hour

 ABOUT THE WEBINAR
Binding Death Benefit Nominations continue to be a source of confusion and error despite having been in existence for close to 20 years. This session covers BDBN war stories and provides tips on how to ensure that you don’t fall prey to the same mistakes, including

  • Understanding the differences between wills and BDBN – no substantive compliance flexibility
  • Assuming that a nomination is binding because it’s signed by two witnesses
  • Failing to nominate a SIS dependent
  • Failing to review BDBN on divorce
  • BDBNs for retail and industry super funds – was the member given notice of their rights, and what does this require?
  • What review should a lawyer make of a pre-existing BDBN?
  • BDBN tax implications and choosing a non-tax dependent
  • The power of an enduring attorney to make a BDBN
 PRESENTER
Recorded Webinars,Estate planning,Recorded Webinar:  Binding Death Benefit Nominations: Imperatives for Estate Planners

Andrew Smyth, Managing Partner, Robbins Watson Solicitors, Queensland

Andrew is the managing partner of Robbins Watson Solicitors.

Andrew practices in the area of Trusts, Superannuation and Estate Planning, advising clients on asset structuring, complex wills and trusts, superannuation and business succession and estate planning issues. 

He is a member of the Society of Trust and Estate Practitioners (STEP), writes and presents technical papers and CPD for the legal and accounting professions on Trusts and Super, and is a co-author of the reference text “Estate Planning” published by LexisNexis.

 WHO SHOULD ATTEND?

This webinar is suitable for lawyers and accountants throughout Australia who advise in estate planning matters. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

 CPD 

Accountants can claim up to 1 CPD/Training hour.  Lawyers can claim up to 1 CPD unit/point – substantive law.  This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

 ENQUIRIES/ASSISTANCE
If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: [email protected]



© Television Education Network Pty Ltd 2021

Product Code: WBBMAY21
 Price:  $264.00 (Inclusive of GST)
© 2021 Television Education Network Pty Ltd. All rights reserved. The program for this webinar is copyright and may not be reproduced in any form without the prior written consent of the copyright owner.