In June 2022 the High Court handed down its decision on the appeal from a judgement of the Court of Appeal of the Supreme Court of Western Australia in the matter of Hill v Zuda Pty Ltd [2022] HCA 21.

This case ultimately impacts SMSF documentation by looking at whether an SMSF can have a binding death benefit nomination (BDBN) that differs from that prescribed in the superannuation legislation and regulations.

In the first episode of season 3, your host Jessica Griffith speaks to SMSF expert Nicholas Ali to take a deep dive into this case and what impacts SMSF documentation.

 

LINKS

Upcoming SMSF adviser webinar: Mastering Death benefits and Divorce Claims in 2022

Join renowned SMSF expert, Graeme Colley, and learn how to protect your clients as they go through a divorce or when one or both parties die. In this two-part webinar, Graeme will focus on various issues concerning death benefits and divorce claims and will also share and provide practical strategies and tips to help you protect your clients.

Thursday 28 July 2022, 12:30-13:30 AEST

Register here: https://bit.ly/3lZxIGr

 

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CREDITS

Host: Jessica Griffith

Guests: Nicholas Ali - Executive Manager, SMSF Technical Support

 

The information in this podcast is factual information only. It doesn’t contain any financial advice or makes any recommendations about a financial product or service being right for you. It’s important to consider your particular circumstances and read the relevant disclosure document, including Terms and Conditions, before deciding what's right for you.

 

See privacy information https://bit.ly/3E5H7Uf.