Recorded Webinar: BDBNs: Not So Binding After All?

 

Date: Friday 5th June 2020
Approximate Length: 1 Hour

 ABOUT THE WEBINAR

A binding death benefit nomination can provide certainty as to who receives the member’s death benefit. While BDBNs sound simple in theory, BDBNs continue to come unstuck on grounds of invalidity. This session examines how to navigate the pitfalls of BDBNs, including:

  • Does the trust deed allow for the making of a death benefit nomination?
  • When is a binding nomination not appropriate?
  • What does the trust deed require for a non-lapsing BDBN?
  • Choosing appropriate beneficiaries
  • Is renewal of the death benefit nomination necessary?
  • Can an EPOA make a BDBN?
  • Lessons from Re Narumon Pty Ltd [2018] QSC 185
 PRESENTER
Recorded Webinars,Superannuation and SMSF audit,Recorded Webinar: BDBNs: Not So Binding After All? Andrew Smyth, Managing Partner, Robbins Watson Solictors, Gold Coast

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 accountants and lawyers advising in superannuation matters – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

 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: lisa@tved.net.au



© Television Education Network Pty Ltd 2020

Product Code: WBFJUN20
 Price:  $198.00 (Inclusive of GST)
© 2020 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.