CPD+

How does your SMSF death benefit nomination stack up?

Date/time: Tuesday 11 October 2022 12:30PM-01:30PM AEDT

$120.00 +GST

Presented By
Matthew Burgess
Director
View Legal

This 1 hour webinar will provide 1 CPD hour.

The recent High Court decision in Hill v Zuda confirmed that SMSF members can have non-lapsing binding death benefit nominations. However, is that the end of it? How do you know whether an SMSF death benefit nomination is actually binding on the SMSF trustee(s) and will be followed?

In this special webinar Mark Ellem will be joined by Matthew Burgess from View Legal to consider the implications of the Hill v Zuda case for SMSF members and death benefit nominations. We will also cover what SMSF accountants and advisers can do to assist their clients in correctly implementing their death benefit directions, including a special offer to attendees.

About your presenter


Matthew Burgess co-founded dynamic specialist firm View Legal in 2014, following experience as a lawyer and partner of one of Australia’s most formidable independent law firms for over 17 years.

Matthew’s passion is enabling creative customer centric solutions, specialising in holistic tax, estate and succession planning.

He has been recognised for many years in the ‘Best Lawyers’ list for trusts and estates, and Wealth Management / Succession Planning and either personally or as part of View in ‘Doyles’ in relation to taxation and for wills, estates and succession planning.

In part inspired by working in the SME market space, Matthew has been the catalyst for a number of innovative legal platforms, including establishing what was widely regarded as Australia’s first distributed law firm.

Recent article on this topic by Matthew: Non-lapsing BDBNs (again) – confirmation that there is no debate

Disclaimer
Each paid ticket holder will be entitled to one ticket only to access this webinar. Each paid ticket holder will be provided with a unique session ID to join the webinar which cannot be disclosed, forwarded or distributed to any other individual without Accurium’s written consent. Only the paid ticket holder may access the webinar. No other individual will be authorised to access this webinar unless a ticket has been purchased and a unique session ID has been provided to that person. In the event of unauthorised access any additional person(s) may be held liable for additional fees associated with the unauthorised access to the webinar. Accurium reserves the right to charge any unauthorised person(s) who attend this webinar.