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.

Course delivery

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.

Course content

  • 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?

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Accountants

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Financial Planners

 
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SMSF Auditors

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Lawyers

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Anyone with particular interest in Superannuation

 

CPD/CPE Points

Equivalent to 6 CPD hours

Cost

$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

Course Leaders

Phil Broderick    Phil heads Sladen Legal’s  superannuation  team. He is a Chartered Tax Advisor (CTA), a SMSF Specialist Advisor (SSA) and a member (and past member) of multiple superannuation related committees. Phil is a regular author and presenter. He frequently liaises with the Australian Taxation Office (ATO) and Treasury in relation the implementation and administration of the superannuation laws.   Learn more about Phil

Phil Broderick

Phil heads Sladen Legal’s superannuation team. He is a Chartered Tax Advisor (CTA), a SMSF Specialist Advisor (SSA) and a member (and past member) of multiple superannuation related committees. Phil is a regular author and presenter. He frequently liaises with the Australian Taxation Office (ATO) and Treasury in relation the implementation and administration of the superannuation laws.

Learn more about Phil

Denise Tan    Denise is a Senior Associate in Sladen Legal’s business law team and is an Associate Tax Advisor with The Tax Institute. Denise has extensive experience in indirect tax matters (focused on state taxes such as landholder duty) relating to asset holdings, corporate restructures, mergers, asset and corporate acquisitions.   Learn more about Denise

Denise Tan

Denise is a Senior Associate in Sladen Legal’s business law team and is an Associate Tax Advisor with The Tax Institute. Denise has extensive experience in indirect tax matters (focused on state taxes such as landholder duty) relating to asset holdings, corporate restructures, mergers, asset and corporate acquisitions.

Learn more about Denise

Melissa Colaluca    Melissa is a senior associate in Sladen Legal’s business law team and works primarily in the areas of superannuation, succession planning, state taxes and trust law. Having experience across the legal and accounting fields, Melissa brings strong knowledge in the private client area and is dedicated in ensuring that her clients achieve positive outcomes.   Learn more about Melissa

Melissa Colaluca

Melissa is a senior associate in Sladen Legal’s business law team and works primarily in the areas of superannuation, succession planning, state taxes and trust law. Having experience across the legal and accounting fields, Melissa brings strong knowledge in the private client area and is dedicated in ensuring that her clients achieve positive outcomes.

Learn more about Melissa