Wednesday Webinars

28 October 2020 - SMSF Will v BDBN plus four top SMSF Will Strategies

In this session Grant Abbott will look at the SMSF Will and how it differs from a binding death benefit nomination as well as overcoming BDBN limitations. Grant will also look at reversionary pensions and the SMSF death benefits trust - a testamentary trust built by the trustee of the SMSF which bypasses the deceased's legal estate and ensures that children are taxed at adult tax rates.

 

Meaning of Dependant PBR

Maleks Case