- Presentations, Technical Resource
- Death benefits
National Conference 2025
Getting the BDBN and estate planning strategy right is an extremely important part of advising our clients about their SMSFs. By ensuring that the BDBN and estate plan are in place, we can avoid the adverse consequences arising from disputes over the death benefit, and the potential liability that may flow to the SMSF Trustee and advisers. This session will cover the recent case law that informs us about the errors that can arise and the potential consequences for SMSF Trustees and advisers when everything goes wrong.
The contents of this resource are taken to be correct at the time of publication.
Disclaimer: Technical Papers contain general advice only and are prepared without taking into account particular objectives, financial circumstances and needs. The information provided is not a substitute for legal, tax and financial product advice. Before making any decision based on this information, you should assess its relevance to the individual circumstances of your client. While the SMSF Association believes that the information provided is accurate, no warranty is given as to its accuracy and persons who rely on this information do so at their own risk. The information provided in this bulletin is not considered financial product advice for the purposes of the Corporations Act 2001. © SMSF Association