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Update – Superannuation Binding Death Benefit Nominations

Update – Superannuation Binding Death Benefit Nominations

by Claire Stollery | Jan 22, 2024 | Binding Death Benefit Nomination, Estate Planning, Powers of Attorney, Self Managed Super Fund, Superannuation

In 2018, Tony Kelly published a blog post regarding the Supreme Court of Queensland case of Re Narumon Pty Ltd [2018] QSC 185. Re Narumon revolved around the ability of an Attorney appointed under a valid Enduring Power of Attorney to renew the principal’s...
Important considerations for your superannuation

Important considerations for your superannuation

by Claire Stollery | Aug 31, 2023 | Estate Planning, Self Managed Super Fund, Superannuation

Superannuation is a key component of your Estate Plan. While your superannuation sits “outside” of your personal Estate in its own ‘silo’, any discussion around your Will should nevertheless take into account your superannuation death benefits. In this post, we...
Powers of Attorney and Related Documents Explained – Part 2

Powers of Attorney and Related Documents Explained – Part 2

by Claire Stollery | Feb 4, 2021 | Estate Planning, Powers of Attorney, Self Managed Super Fund

This is the second post in our series covering different advance planning documents. We recommend reading our previous post on Powers of Attorney and Appointments of Medical Treatment Maker before reading this post. In this post, we look at Advance Care Directives,...

The Benefit of a Non-Lapsing Binding Death Benefit Nomination (BDBN)

by Tony Kelly | Oct 30, 2018 | Binding Death Benefit Nomination, Estate Planning, Self Managed Super Fund, Superannuation

The decision of the Supreme Court of Queensland in the recent case of Re Narumon Pty Ltd [2018] QSC 185 highlights the importance of having a correctly drafted binding death benefit nomination (‘BDBN’) which is non-lapsing as it gives a validly appointed attorney the...
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