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Recorded Webinars

Recorded Webinar: Binding Agreements and Blended Families – Avoiding Disputes at Death

The second time around, individuals are often a little more savvy. Getting their financial affairs in order and understanding the long term impacts are a high priority for the individuals and a complicated exercise for lawyers and estate planners. This session covers the mechan
PRESENTED BY Stephen Bourke Director - SuperSplitting Pty Ltd , Sydney

Date/Time

About the Webinar

The second time around, individuals are often a little more savvy. Getting their financial affairs in order and understanding the long term impacts are a high priority for the individuals and a complicated exercise for lawyers and estate planners. This session covers the mechanics of binding financial agreements in second relationships. It includes:

  • Financial agreements when the scenarios are not straight forward:
    • contributions of collateral and income
    • how do you quantify what the parties are bringing to the table?
  • Children in second relationships – what considerations do lawyers need to have when drafting BFAs?
  • A failure to disclose – what is the effect of failing to disclose financial information or a change in circumstances?
  • When can a BFA be set aside in blended family?
  • Is the financial agreement enough? Considering other options:
    • family agreements and family conferences
  • Interplay between wills and BFAs:
    • what is the effect of referring to a BFA in a will?
    • what happens if the BFA is set aside?
    • lump sum payments referred to in both the BFA and the will – are you double dipping into the asset pool?
  • The legislative framework – where do we stand after the lapse of Family Law Amendment (Financial Agreements and Other Measures) Bill 2015?

Presented By

Stephen Bourke
Director, SuperSplitting Pty Ltd Sydney, NSW

Stephen Bourke is a Director of SuperSplitting, an internet based superannuation law practice, specialising in Super and Family Law.  In his former life, he was head of the Family Law Division of the Commonwealth Attorney-General’s Department and was a project leader for the legislative amendments on superannuation and family law.

Stephen is author of the leading text on the subject of superannuation splitting Super Splitting for Family Lawyers published in 2011 and is an active member of the Self-Managed Superannuation Professionals’ Association of Australia (SPAA).

Stephen appears in court as an expert witness in complex superannuation matters involving SMSFs as well as providing strategic or technical advice to parties that are negotiating settlement or collaborating.

SuperSplitting was started in 2002 and also assists trustees of self-managed funds, in conjunction with DBA Lawyers in Melbourne, to provide advice and documents after the split of an SMSF.

In his spare time, Stephen enjoys spirited discussions about the technicalities of statutory and court order drafting, skiing with friends and family and being a masterchef in the kitchen.

Who Should Attend?

This webinar is suitable for lawyers 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.

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]

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