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Recorded Webinars

Recorded Webinar: Super Death Benefits and Blended Families: Bullet Proofing Your Death Benefit Nominations

Death benefit nominations can be an effective way of ensuring your super is distributed in accordance with your intentions. This is especially the case if you have multiple beneficiaries (such as from previous marriages) who may have a claim on your death benefit. However, when sh
PRESENTED BY Graeme Colley Executive Manage - SuperConcepts , Sydney

Date/Time

About the Webinar

Death benefit nominations can be an effective way of ensuring your super is distributed in accordance with your intentions. This is especially the case if you have multiple beneficiaries (such as from previous marriages) who may have a claim on your death benefit. However, when should you use a BDBN or non-lapsing nomination, and how can you make them bullet-proof? When might they be inappropriate? This session covers:

  • Drafting of BDBNs – cascading clauses and tips to achieve certainty – what will industry funds allow you to do with cascading nominations?
  • Common reasons why BDBNs fail
  • The power of the fund trustee to distribute death benefits in the absence of binding nominations
  • Position of the trustee if there is a dispute over the validity of the BDBN
  • Reversionary pension as an alternative to the BDBN:
    • what happens upon the death of the recipient of the pension if it is a second spouse?
    • can you protect the children from the first marriage?
    • does the capital form part of the second spouse’s estate?
  • Recourse against the trustee
  • What is a non-lapsing nomination and when are they available? Do they really work?
  • What are the risks of relying on a non-lapsing nomination? Does the trustee have any discretion?

Presented By

Graeme Colley
Executive Manage, SuperConcepts Sydney, NSW

Graeme Colley is a well-known figure in the SMSF community with a long-standing reputation as an accomplished educator, technical expert and advocate for the sector.  He brings over 30 years of extensive taxation and superannuation experience from senior positions in the public and private sectors including Macquarie Bank, Mercer, ING and SuperConcepts.   These roles included formulating and implementing policy, developing legislation and providing high level technical advice.

 Graeme is also a joint author of a number of publications and has academic experience which extends to lecturing in the ATAX Masters course and the AGSM at the University of NSW and the Master of Commerce (Financial Planning) course at the University of Western Sydney.  Graeme is an SMSFA Specialist Advisor and a Member of the Institute of Chartered Accountants in Australia.

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.

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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