Recorded Webinar: Death Benefit Nominations for Self-Managed Superannuation Funds: What are the Pitfalls?

 

14 October 2019
Duration:  approx. 1 hour

 ANNOUNCING ONE HOUR WEBINARS
You've spoken and we've listened. From 1/8/19 we've structured most of our webinars to run for one hour - the ideal length for staff training sessions.
 
 ABOUT THE WEBINAR
For many clients, superannuation is their biggest asset after the family home - so the stakes are high. Death benefit nominations can be a useful way of ensuring the death benefit gets to the right intended beneficiary. But, in order to be effective, you need to avoid the common traps and hazards. These are examined in this session, including:

  • Does the trust deed allow for the making of a death benefit nomination, of a binding/non-binding and lapsing/non-lapsing nature?

  • What does the trust deed require for a non-lapsing BDBN?

  • Choosing appropriate beneficiaries

  • Is renewal of the death benefit nomination necessary?

  • Can an EPOA make a BDBN?

    • Issue around conferring benefits in NSW

    • Issue re: conflict transaction in Qld

    • Re Narumon Pty Ltd [2018] QSC 185

  • To bind or not to bind - considerations in the decision as to whether to make a BDBN

 PRESENTER
Recorded Webinars,Superannuation and SMSF audit,Recorded Webinar:  Death Benefit Nominations for Self-Managed Superannuation Funds: What are the Pitfalls?

Angela Harry, Partner, Attwood Marshall Lawyers, Gold Coast

Angela Harry is the Partner who leads the Wills & Estate Department and has been with the firm since 2006.

Angela has a strong work ethic, is very organised and meticulous in all areas of her file management. Angela is an energetic, vibrant, intelligent lawyer with an amazing recall of her past clients.  Angela knows how to effectively and efficiently deal with people from all walks of life.

Angela graduated from the Queensland University of Technology with a Bachelor of Business (majoring in International Business) and a Bachelor of Laws (with Honours), and after completing her PLT was admitted as a lawyer of the Supreme Court of Queensland in 2008.

 WHO SHOULD ATTEND?

This webinar is suitable for accountants and lawyers practising in superannuation – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

FASEA category "Technical Competence" - 1 hour

 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: lisa@tved.net.au



© Television Education Network Pty Ltd 2020

Product Code: WBAOCT19
 Price:  $264.00 (Inclusive of GST)
© 2020 Television Education Network Pty Ltd. All rights reserved. The program for this webinar is copyright and may not be reproduced in any form without the prior written consent of the copyright owner.