While the High Court decision in Hill v Zuda has resoundingly resolved that SMSF trust deeds can permit non-lapsing BDBNs, serious questions remain about the approach advisers should be taking in the area.
In many situations, as part of a holistic estate planning exercise, a BDBN (regardless of whether it is non-lapsing) will be completely inappropriate.
Conversely, if a BDBN is called for, the enforceability of the strategy may be undermined by poor documentation.
All attendees at this event will be entitled to free access of the white paper that further explores the issues discussed.
All attendees will also be automatically entered into the draw for a full review and specialist feedback from View Legal of their firm’s template BDBN documentation.
To be eligible to claim the free review please access your whitepaper within 48 hours of the webinar (the prize will be redrawn until an attendee who has accessed their free whitepaper is selected).
Get access to the free whitepaper and be eligible for the free review by completing the details below.
The whitepaper will then be emailed to you.
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Techniview – For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)
Adviewser – For advisers wanting to facilitate legal solutions for their clients in holistic Estate Planning
Viewruption – For professional service providers wanting to iterate their business model (including abandoning timesheets)
