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  Miscellaneous 2022

The death benefit toolkit

Source: New South Wales

Published Date: 15 Sep 2022

 

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As the saying goes, a tradesperson is only as good as the tools they use. Likewise, death benefit succession planning is only as good the death benefit tools you use. This video examines tools for dealing with death benefits including:
  • Examining the tools - BDBNs, reversionary pensions, codifying in the trust deed and trustee discretion
  • Choosing the best death benefit tool
  • When your tool breaks - death benefit challenge cases
  • The aftermath of the high Court's decision in Hill v Zuda as many BDBNs and similar nominations are now in troubled waters

Individual Session

The death benefit toolkit

Author(s): Peter Bobbin CTA
Materials from this session:

Author(s)

Details

  • Published By: Peter Bobbin CTA
  • Published On:15 Sep 2022
  • Took place at:Hilton Sydney

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Miscellaneous 2022

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