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Resources on demand

Binding death benefit nominations in self-managed superannuation funds – are they still the answer?

Planning for death benefits in SMSFs has always had its complications, and the last 12 months have seen even more developments, including the court decisions in Hill v Zuda and Benz v Armstrong. In an increasingly litigious environment it has never been more important to be across the issues and working with clients to get everything properly in place.

In this webinar we will use case studies to discuss:

  • The effect and consequences of the decisions in Hill v Zuda and Benz v Armstrong
  • the options for dealing with death benefits in SMSFs and when to use them (and when not to)
  • issues with reversionary pensions, and paying death benefit pensions without them
  • how to make sure death benefit planning is done properly
  • making sure incapacity does not derail a good death benefit plan
  • the importance of trust deeds.


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