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
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

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