Personal Succession Planning

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Use of Shareholder Agreements in Succession Planning

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Use of Shareholder Agreements in Succession Planning

This paper explores the role of shareholder agreements in assisting with achieving estate and succession planning objectives for wealthy families.

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Court confirms administrator can make BDBN on behalf of member

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Court confirms administrator can make BDBN on behalf of member

In the recent decision of Re SB; Ex Parte AC [2020] QSC 139, the Supreme Court of Queensland confirmed that the decision to make a binding death benefit nomination (‘BDBN’) is a financial matter and can therefore be made for a person by their administrator.