Published on 06 Aug 14
by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
This presentation covers:
- superannuation death benefits
- BDBNs – when are they binding
- relevant requirements - Reg 6.22
- SMSFD 2008/3
- Donovan v Donovan
- disputing BDBNs – not binding.
Lisa is a Solicitor at N.Panos & Associates, a boutique law firm specialising in tax, superannuation, commercial law, and estate and business succession planning matters. Lisa has provided clients with superannuation and estate planning advice including representing clients in family provision claims.
- Current at
28 May 2014