COURSE COMMENCES: Monday 11 November 2019, 9:00am
COURSE CONCLUDES: Monday 2 December 2019, 11:59pm
What is the course?
While binding death benefit nominations (BDBNs) are a vital succession planning tool, as many cases have shown, plenty can go wrong in their use and implementation. In this course you will examine the ins and outs of BDBNs including delving into the requirements to make a BDBN and exploring how BDBNs can be challenged. The course concludes with you drafting a complex BDBN after watching a mock client interview.
The unique structure of this course includes a mixture of short video presentations, group interactions and practical exercises to help test your learnings in real time. It has been structured so that its content is broken up into bite sized sections with the flexibility of starting and stopping each section at your leisure. You will also have the ability to conduct the course on your PC, phone or any of your devices – perfect for those public transport trips.
What is a BDBN and who can receive death benefits?
Who can receive death benefits and what form can death benefits be paid?
How are death benefits taxed?
Requirements to make a BDBN
Drafting basic, cascading and exotic BDBNs
Lapsing and Revoking BDBNs
Challenging BDBN’s, case studies and examples
Who Should attend?
Anyone with particular interest in Superannuation
Equivalent to 6 CPD hours
$655* per individual
$435* per person when registering 3 or 4 people
$380* per person when registering 5 - 9 people
$325* per person when registering 10 people
Please contact us if you’d like to register more than 10 people or you would like to run a co-branded course developed and delivered specifically for your business.
* all prices are inclusive of GST