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The Latest In Challenging Superannuation Death Benefit Decisions

This session will examine a number of recent cases on challenges to death benefit decisions, including lessons that can be learned and how similar claims could be avoided. This will include:

  • Challenging the control of an SMSF

  • Challenging a BDBN

  • Changing trustee decisions

  • Changing trustee decision making processes

Who should watch

Accountants, financial planners, lawyers and those who control or are beneficiaries of SMSFs.

Level of expertise

This webinar is for persons with some knowledge or interest in Superannuation and death benefits

COST: $99.00
If you register more than one attendee, discounts apply:

2 attendees - $190 (normally $198, saving $8)
3 Attendees - $275 (normally $297, saving $22)
4 attendees - $355 (normally $396, saving $41)
5 attendees - $400 (normally $495, saving $95)
6 attendees - $480 (normally $594, saving $114)
7 attendees - $550 (normally $693, saving $143)
8 attendees - $610 (normally $792, saving $182)
9 attendees - $680 (normally $891, saving $211)
10 attendees - $730 (normally $990, save $260)

Once you have registered you will be sent a receipt and then soon after a personalised link to access this webinar via zoom.

You can register up to 10 individual attendees, each person will be sent a personalised link to join. You will be unable to share your link to the live webinar. The event will be recorded and emailed to all registered attendees the day after the event.

Presenter

 

Phil Broderick

Phil heads Sladen Legal’s superannuation and state taxes teams. 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.

Read more about Phil