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Death of a member paper

Published on 12 Jun 14 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • to BDBN or not to BDBN
  • formalities of BDBNs
  • is a BDBN like a will?
  • will the SCT have jurisdiction?
  • can complaints be made in relation to an SMSF?
  • to whom and how to pay benefits
  • some problem areas.

Author profile:

Ron DOIG
Ron is a Partner in the law firm Munro Doig. He practises extensively in superannuation, taxation and related commercial areas, and has done so for over 10 years. Advice is given to a wide range of clients including private and public company groups, industry master and self managed funds, and to the accounting profession and other advisers to the superannuation and financial services industry. Ron has presented numerous papers on a wide range of superannuation topics and is a lecturer on superannuation for the Securities Institute and in the trustee training courses run by the Association of Superannuation Funds of Australia. Ron’s practice focuses on superannuation, but extends into related areas, such as retirement and estate planning, and business and asset structuring.
Current at 11 April 2008
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This was presented at Superannuation Day .

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