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Can EPAs 'renew' BDBNs? - SMSF Adviser

A Queensland court ruling has confirmed an enduring power of attorney has the authority to alter a binding death benefit nomination. Shaun Backhaus, senior associate with DBA Lawyers, said the case ....

Matthew Burgess , Re Rentis Pty Ltd , Robert Stannett Superannuation Fund , Spinav Permanent Custodians Ltd , Re Narumon Pty Ltd , View Legal , Permanent Custodians Ltd ,

Qld court ruling highlights documentation is crucial in BDBNs

The importance of good quality documents, especially in regard to BDBN, was highlighted last week in a Queensland Supreme Court decision. In Williams v Williams & Anor [2023] QSC 90, Gayle Dianne Wi ....

Matthew Burgess , Cummingsv Austin , Boosey Doherty , Anthony Williams , Paul Francis Williams , Gayle Williams , Anthony Vincent Williams , Mark Williams , Margaret Williams , Williamsv Williams , Daniel Butler , Paul Williams , Mark Anthony Williams , Boosey Doherty Superannuation Fund , Fund The Deed , Cantor Management Services Pty Ltdv Booth , Superannuation Fund The , Vincent Williams , Mark Anthony , Superannuation Fund , View Legal , Cantor Management Services Pty Ltd , Property Law Act ,

Advising on BDBNs? Another warning

A recent court case illustrates the potential difficulties that can arise where SMSF professionals fail to identify issues with trust deeds or BDBNs. As explored in previous articles in SMSF Adviser, ....

Munrov Munro , Hillv Zuda Pty Ltd , Ellasil Pty Ltd , Tax Pty Ltd , Jowill Nominees Pty Ltdv Cooper , Jowill Nominees Pty Ltd , Legal Practice Board , Computer Accounting , Nominated Beneficiary , Superannuation Regulation , Zuda Pty Ltd , Superannuation Industry ,

Greater certainty with SMSF BDBNs

This article examines binding death benefit nominations after the landmark High Court decision on indefinite or non-lapsing BDBNs in Hill v Zuda Pty Ltd [2022] HCA 21 (Hill v Zuda) issued on 15 June ....

Hillv Zuda , Supreme Court , Custodian Pty Ltd , High Court , Superannuation Industry , State Supreme Court , Pty Ltdv Commissioner , State Revenue ,

Risks flagged with electronic execution of trust deeds, BDBNs

While there is now greater certainty surrounding the electronic execution of deeds and binding death benefit nominations, there are still some important risks to consider, says a law firm. Speaking ....

High Court ,