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Recorded Webinars

Recorded Webinar: Watertight Binding Death Benefit Nominations

The completion of a BDBN can provide certainty regarding the wishes of an SMSF member as to who is to receive their superannuation benefits on their death. Sounds simple enough, so why do issues continually arise in this space? This session delves into the BDBN requirements to fin
PRESENTED BY Anna Wilson Barrister - Victorian Bar , Melbourne

Date/Time

About the Webinar

The completion of a BDBN can provide certainty regarding the wishes of an SMSF member as to who is to receive their superannuation benefits on their death. Sounds simple enough, so why do issues continually arise in this space? This session delves into the BDBN requirements to find out why, including:

  • Do BDBNs for an SMSF member lapse after 3 years? (Hill v Zuda Pty Ltd [2021] WASCA 59; [2022] HCA 21)
  • special leave to appeal to HC)
  • Why do some BDBNs fail? (including Munro v Munro [2015] QSC 61)
  • Who can be included as a beneficiary of a BDBN and who can’t
  • What happens on the death of a member if they have included a non eligible person or entity in their BDBN?
  • Situations where:
    • BDBNs can be used to avoid future disputes
    • other options to BDBNs may be available
  • Can an attorney complete or amend a BDBN under a power of attorney?
  • What services can an accountant provide in relation to BDBNs if not the holder of an AFS licence?
  • Practical examples from SMSFD 2008/3

Presented By

Anna Wilson
Barrister, Victorian Bar Melbourne, Vic

Anna acts for the Commissioner and the taxpayer in both State and Federal jurisdictions. Her practice extends to tax technical and structuring advice, tax investigations and audits, private rulings and objections, through to litigation and alternative dispute resolution. Anna also acts in regulatory/disciplinary matters such as those involving registration with the Tax Practitioners Board and/or membership of professional accounting associations. She was involved in the superannuation round of the Financial Services Royal Commission and acts in disputes between members of self-managed superannuation funds.

Anna lectures in the Masters program at Melbourne University, teaching the subject Capital Gains Tax: Problems in Practice.

Who Should Attend?

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

CPD Information

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.

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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