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 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