Is your Binding Death Benefit Nomination bulletproof?

Binding Death Benefit Nominations (BDBNs) are an important part of estate planning that aren't often given enough thought.  All too often they are incorrectly prepared, are allowed to lapse or not prepared in a tax effective way.

If drafted and executed correctly, Binding Death Benefit Nominations can be a great form of asset protection, which may be crucial in a blended family.

In this seminar, presented by Coleman Greig's experienced estate planning lawyer Rosemary Carreras, we will focus on BDBNs in the context of self-managed superannuation funds and in particular, the following:

  • The difference between binding and non-binding nominations
  • Take notice of what the trust deed provides
  • Tiered nominations
  • Fund control issues
  • The role of accountants, financial planners and lawyers in BDBNs

Don't miss this opportunity to hear how you can help to protect your clients' assets - places are limited so book early to avoid disappointment.