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Event Details

Estate planning masterclass series – Webinar two – Binding death benefit nominations: how to get them right

Event details

When

Location

Contact

T – +61 7 3231 2400
[email protected]

Cost

$165.00Register Now

We are commonly asked to advise on the validity of a binding death benefit nomination (BDBN) after a member has died. What are the issues that the trustee should be looking at and how should the executor be involved in that process?

In this webinar, Hayley and Sarah will examine some recent cases to discuss:

  • technical compliance issues, looking at whether the BDBN complies with the rules of the Fund and the requirements in the legislation
  • issues to consider when determining whether a BDBN is valid
  • how to interpret a BDBN, including looking at waterfall provisions
  • the role of the executor in pursuing a death benefit payment.

We hope you can join us!

Speaker Details

Hayley-Mitchell
Hayley Mitchell
Partner
Sarah-Camm-web
Sarah Camm
Associate

16 October 2024 – Estate planning masterclass webinar two

$165.00

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