by tkelly | Jul 28, 2025 | Superannuation
What You Need to Know About the Proposed Division 296 Superannuation Tax Changes The Australian Government has proposed significant changes to how superannuation earnings are taxed for individuals with substantial retirement savings. Known as Division 296, this...
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...
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...
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...
