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Individual Podcasts

Binding Death Benefit Nomination War Stories

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

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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: Andrea Carrick, AG Tax Lawyers, Melbourne

[38.34 minutes] [0.63 CPD hours]

Presented By

Andrew Smyth
Partner, Robbins Watson Solicitors Gold Coast, QLD

Andrew is the managing partner of the firm, and practises primarily in estate planning and administration and business and personal structuring, focussing on complex and high value matters: typically involving Superannuation, Trusts, Companies, Taxes and International matters.

Andrew is a member of the peak industry bodies in his fields of practice: Society of Trust and Estate Practitioners (STEP) and The Tax Institute (ATI). Both of these organisations only accept membership from persons with proven expertise and experience in Trusts, Estates and Tax respectively.

In 2022 Andrew was appointed executive member of the Legal Practice Section of the Law Council of Australia, where he works to improve the regulation of the legal profession and advocates for changes enhancing the timely and cost-effective delivery of legal services.

Andrew writes and presents technical papers and CPD for the legal and accounting professions on Trusts and Super, and is a co-author of the reference text “Estate Planning” published by LexisNexis.

Andrew is also an experienced litigator, and was head of the firm’s litigation department for over 15 years. He has been a member of the Queensland Law Society Litigation Rules Committee since 2012, and was deputy chair of that committee from 2018 until 2022. This litigation experience informs and enhances Andrew’s commercial and planning advice, as he knows how and when disputes may arise, and is a fearless advocate for his clients when required.

CPD Information

0.01 CPD Hours

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