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

 

Please click here to send an email question to us, or simply ask us on the day.

Session details

Date

13 June 2024

Time

12.00pm – 1.30pm AEST (QLD, ACT, NSW, TAS, VIC)
11.30am – 1.00pm ACST (SA, NT)
10.00am – 11.30am AWST (WA)

If you can’t make it, purchase at least the ‘Our most popular’ package to secure a recording.

Webinar packages

NOTE: Pricing for registration packages applies on an office by office basis – i.e. up to 10 registrants at a single office location, with only one charge applicable. If you would like to register more than 10 team members please email [email protected] for pricing.

Package features	The Works	Business Class	Our most popular	Just the basics
Registration for the webinar	●	●	●	●
Copy of the slides from the presentation	●	●	●	●
Latest ebook ‘Inside Stories’, featuring over 40 topical insights into strategic tax planning, asset protection, estate planning and succession arrangements from the previous 12 months	●	●	●	●
Secure weblink of the audio and visual recording of the webinar	●	●	●
A copy of a detailed paper addressing all substantive issues discussed during the webinar (over 5,000 words of technical content)	●	●	●
Answers to 3 additional questions triggered by content delivered in webinar raised within 5 days of the webinar	●	●	●
Priority given to answering all questions posed (‘The Works’ followed by ‘Business class’ registrants) during the webinar	●	●
Access to any 2 previous View webinar recordings	●	●
Edited transcript of the webinar	●	●
Paperback copies of any four books	●
An additional 90-minute interactive online presentation further exploring via case study example the topics addressed in the webinar, exclusively for your firm, at any time in next 6 months	●
‘Just the basics’ package registration to all webinars presented by View Legal for next 9 months	●
Price (GST inclusive)	$2,995	$1,320	$495	$275

A link with details for accessing the webinar will be sent to the email address used on checkout.

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Techniview – For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

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