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 session, 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.

[Running time: 1 hr]