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SMSF Online Updates - 8th Oct 2021 - single session

SMSF Online Updates - 8th Oct 2021 - single session

All delegates must be registered to be able to see training and to be eligible to receive CPD hours and not to breach copyright law.



TOPICS  

Best practice for advisers with BDBNs (~90 minutes):

  • Overview and key cases
  • The importance of the SMSF deed document trail
  • Preparing a BDBN to:
    • Pay a benefit to spouse and, if no spouse, then to children
    • Pay a benefit to spouse and, if no spouse, then to estate (LPR)
    • Make a payment conditional (eg, there still being a spousal relationship)
    • How to make a pension reversionary via a BDBN
  • Can an attorney make or change a BDBN — what does the latest case law say?
  • Can a BDBN specify the type of benefit that can be paid (rather than just who to pay)?
  • What if the recipient doesn’t want the benefit under a BDBN? Can they disclaim?
  • Best practice in execution and storage of BDBNs including electronic execution
  • Minimising conflicts via a BDBN (eg, the surviving spouse is both an executor and trustee/director)
  • Other options to BDBNs, eg, SMSF wills and death benefit rules
  • And much more …

Presenter – William Fettes  

Fee: $150 incl GST group discounts available
CPD Hours: 1.5
Designed for: Advisers seeking to stay abreast of SMSF news.




Presenter

William Fettes
Senior Associate
DBA Lawyers

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