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Recorded Webinars

Recorded Webinar: Super Death Benefits: BDBNs or Retain Trustee Discretion?

The choice between trustee discretion and a death benefit nomination requires careful consideration. There are many factors to consider, not least of which are complex estate planning matters. This session looks at key issues, including: Understanding limi
PRESENTED BY Scott Hay-Bartlem Partner - Cooper Grace Ward Lawyers , Brisbane

Date/Time

About the Webinar

The choice between trustee discretion and a death benefit nomination requires careful consideration. There are many factors to consider, not least of which are complex estate planning matters. This session looks at key issues, including:

  • Understanding limitations of BDBNs – pros and cons explained
  • Is removing trustee discretion the right thing to do? – benefits of retaining discretion
  • Can an enduring power of attorney make a BDBN?
  • Can a BDBN override a reversionary pension arrangement?
  • Can you get payments made under a BDBN back?
  • Risks with incorrectly completed BDBNs
  • Issues arising on marriage breakdown – the importance of planning
  • Are estate planning considerations key to retaining trustee discretion?
  • Exercising trustee discretion in good faith – a vital requirement
  • Case update

Presented By

Scott Hay-Bartlem
Partner, Cooper Grace Ward Lawyers Brisbane, Qld

Scott and his team specialise in advising on tax, superannuation, structuring and restructuring, and estate planning and succession. This includes assisting accountants, financial planners, lawyers and other professional advisers with helping their clients deal with these issues.

Scott regularly provides training sessions on superannuation, tax and estate planning and succession issues and is a Fellow Member of the SMSF Association and an accredited SMSF Specialist AdvisorTM.

In addition, Scott is the chair of the SMSF Association and a member of the Society of Trust and Estate practitioners.

Scott is listed in Best Lawyers Australia for Superannuation Law, Trusts and Estates, Wealth Management / Succession Planning Practice. Additionally, Scott was named Best Lawyers’ 2016 Brisbane Wealth Management / Succession Planning Practice ‘Lawyer of the Year’, and Best Lawyers’ 2019, 2022 and 2024 Brisbane Superannuation ‘Lawyer of the Year’.

Who Should Attend?

This webinar is suitable for accountants advising in superannuation – Australia wide. FASEA – category “Technical Competence” – 1 hour. 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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