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Is Your Binding Death Benefit Nomination Precise Enough?
A recent decision of the Supreme Court in Queensland (the appeal period has now expired) has held that a binding nomination given by a super fund member to the trustee in favour of “the trustee of a deceased estate” was not valid for the purposes of t...
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Superannuation & Estate Planning: Be Sure To Get It Right
Experience shows many clients have more and more of their wealth held within the superannuation environment, typically in a self-managed superannuation fund. It is imperative to get the planning and documentation correct, not only to maximise and maintain...
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