View Legal webinar – To bind or not to bind – unbundling the great BDBN debate (13 June 2024)

In many holistic estate planning exercises, superannuation is either the second largest – or largest – asset.

As superannuation savings continue to accumulate the number of disputes in relation to death benefit payments also seems to be growing.

Particularly in the SMSF space, it is critical for advisers to understand the interplay between the various superannuation rules on the payment of a death benefit; not least of which the decision on whether to utilise some form of binding nomination.

This webinar will help advisers get off risk in this area by exploring a range of issues, including:

1. The various forms of superannuation nominations
2. Why binding nominations are rarely the right approach
3. What exactly is a ‘superannuation will’
4. What wins: BDBN or reversionary pension
5. Should I be concerned about the notional estate regime
6. Story sharing, including from leading court cases

Would you like access to this previous webinar? Email [email protected] to arrange to speak with one of our team.

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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

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