Sydney LC: What next for death benefit planning in SMSFs after Hill v Zuda? (in-person only)

12 Oct — 12 Oct 2022
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Sydney LC: What next for death benefit planning in SMSFs after Hill v Zuda? (in-person only)

Oct 12 @ 12:30 pm - 2:00 pm AEDT

$50.00

The High Court recently handed down its decision on the appeal from a judgement of the Court of Appeal of the Supreme Court of Western Australia in the matter of Hill v Zuda Pty Ltd [2022] HCA 21.

This is an interesting case in that it looks at whether an SMSF can have a Binding Death Benefit Nomination (BDBN) that differs from that prescribed in the superannuation legislation and regulations.

At this session Scott Hay-Bartlem will explore the facts of this case and;
• Analyse the impact of the decision in Hill v Zuda
• Discuss the risks with BDBNs in SMSFs
• Illustrate potential problems with drafting BDBNs in SMSFs and trust deed provisions
• Identify the alternatives to BDBNs in SMSFs and when they are better options.

Tickets

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Sydney LC: What next for death benefit planning in SMSFs after Hill v Zuda? (in-person only) - Local Community
  • $ 30.00 – Member
  • $ 50.00 – Non-Member

Details

12 October 2022
12:30 pm - 2:00 pm

$50.00
(Price for Non-Members)

$30.00
(Price for Members)

1 CPD Hours

MA Financial Group Level 27, 10 Carrington Street
SYDNEY, NSW 2000