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85902
Recorded Webinars

Recorded Webinar: New Era in Super Death Benefit Payments - To Bind or Not to Bind?

The obligation to exercise trustee discretion in good faith after consideration of competing interests is very important now. What this means from an estate planning context is examined in this session. It includes: Binding death benefits or not?– an overv
PRESENTED BY Daniela Pavlovic Principal - Harwood Andrews , Melbourne

Date/Time

About the Webinar

The obligation to exercise trustee discretion in good faith after consideration of competing interests is very important now. What this means from an estate planning context is examined in this session. It includes:

  • Binding death benefits or not?– an overview
  • No binding death benefit nomination? – impact on trustee discretion
  • The obligation of good faith - death benefit discretionary payments
  • The need for real and genuine consideration in exercising discretion
  • When to hardwire your trust deed
  • Importance of establishing a plan to transfer control of SMSF fund – wider implications?
  • Understanding fiduciary obligation in relation to estate planning
  • Case update

Presented By

Daniela Pavlovic
Principal, Harwood Andrews Melbourne, Vic

Daniela is a Principal Lawyer in Harwood Andrews' wills and estates law practice area.

Daniela’s extensive experience allows her to advise clients about the importance of proper succession planning. She assists clients in preparing wills and powers of attorney, including complex wills such as testamentary trusts.

Daniela is experienced in all aspects of estate administration.  Through the personal experience of dealing with the loss of a close family member, she understands the difficulties families face during this time and approaches each client with sensitivity and careful guidance.

Her interest in corporate governance has resulted in Daniela having been a director on the board of Barwon Health, the largest regional health service in Victoria, as well as Barwon Youth, a not-for-profit agency that provided specialist youth services to disadvantaged young people in the Geelong region.

Who Should Attend?

This webinar is suitable for lawyers and accountants throughout Australia who advise in estate planning matters. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

CPD Information

Lawyers can claim up to 1 CPD unit/point – substantive law . Accountants can claim up to 1 CPD/Training hour . This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

WA lawyers – From 1/4/2021, due to changes to your CPD requirements we are unable to verify your completion of recorded webinars to the Legal Practice Board of WA.

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: [email protected]

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