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Individual Podcasts

Understanding New Contribution Rules - A Strategic Approach

Binding death benefit nominations continues to be an area of confusion for self-managed super funds, with many testators making invalid nominations as a result of misunderstanding the complex rules. This session explores what the key requirements are, gives examples of common erro

Date/Time

About the Podcast

Binding death benefit nominations continues to be an area of confusion for self-managed super funds, with many testators making invalid nominations as a result of misunderstanding the complex rules. This session explores what the key requirements are, gives examples of common errors, and explains what trustees, advisers and members need to do to create a binding death benefit nomination.

Featuring: Katie Timms, RSM, Perth

[33.17 minutes] [0.55 CPD hours]

Presented By

Katie Timms
National Director, Super & SMSF Services, RSM Australia Pty Ltd - Perth Perth, WA

Katie Timms is a Partner of RSM Australia Partners and a Director of RSM Australia Pty Ltd. 

Katie has been with RSM since 2005 and was appointed Partner in 2015.

She specialises in superannuation and has significant experience in all areas of SMSFs, including administration and compliance, asset acquisition, tax-saving strategies, structural assistance, and estate planning.

A regular day for Katie ranges from helping farmers transfer property out of super to the next generation to advising company directors on how their SMSF interacts with their employee share scheme.

Katie provides advice and assistance to trustees, accountants, and financial advisers. She also heads up the national RSM Superannuation committee.

On the weekends Katie likes to keep her body and mind active. She loves playing competitive roller derby and reading anything she can get her hands on, including her all-time favourite, Harry Potter!

CPD Information

0.00 CPD Hours

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