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Recorded Webinars
Recorded Webinar: The Complexities of Super Death Benefits
A Death Benefit Nomination (DBN) is often called “a Will for super”, allowing the nomination of those to directly receive the super benefits of the deceased. The consequences of a failure to nominate a beneficiary can be significant, as can the financial ramifications of certain
PRESENTED BY
Laura Hanrahan
HopgoodGanim Lawyers
Date/Time
About the Webinar
A Death Benefit Nomination (DBN) is often called “a Will for super”, allowing the nomination of those to directly receive the super benefits of the deceased. The consequences of a failure to nominate a beneficiary can be significant, as can the financial ramifications of certain nominations. This session will look at what practitioners need to do to protect the wishes of their clients, including:
- Taking precedence: treatment of super funds on death and the role of the trustee
- Binding death nominations – does the deed allow for them?
- Lapsing and non-lapsing nominations and renewals
- The consequences of no BDN and trustee discretion: case study of Re Marsella; Marsella v Wareham (No 2) [2019] VSC 65 and Dawson v Dawson [2019] NSWCA 826
- Types of nomination and eligibility:
- binding nominations
- non-binding nominations
- reversionary nominations
- Choosing appropriate beneficiaries and tax consequences: who is a dependant?
- Overruling a binding nomination – court challenges including Re Narumon Pty Ltd [2018] QSC 185
- Managing the conflict between advisers for the estate and advisers for the super fund
Presented By
Laura Hanrahan
HopgoodGanim LawyersWho 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.
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]