CPD Webinar - Where Death Benefit Nominations Go Wrong

1 CPD Point – Substantive Law

When discussing Estate Planning, most people’s attention immediately focusses on the Will, but with so much wealth tied up in Superannuation, the Superannuation Death Benefits can often exceed the rest of the value of the Estate. This places a great deal of importance on how Superannuation Death Benefits are directed and is also unfortunately an area of extensive litigation.

Rachael Hocking from KHQ Lawyers has extensive experience in advising and litigating on Superannuation Death Benefits and will guide us through these topics and provide valuable insights on where Death Benefit nominations can fail.

In this webinar, Rachael will cover:

• The legal framework and regulatory requirements surrounding superannuation death benefits.
• Key considerations for advising clients on binding and non-binding death benefit nominations.
• The legal requirements and conditions for making a valid Binding Death Benefit Nomination (BDBN).
• The differences between Binding, Non-Binding, and Reversionary Nominations.
• Common pitfalls and mistakes to avoid when setting up a BDBN.
• Practical tips and best practices for ensuring your BDBN is effective and up to date.
• Where Death Benefit Nominations Go Wrong.
• Real-world examples and case law to illustrate best practices and common pitfalls.

This Webinar is suitable for professional advisers, accountants and lawyers. The Webinar is pitched at an intermediate level. We encourage you to ask questions to make the most of this learning opportunity.

Continuing Professional Development

Legal CPD:

WA legal practitioners (QA Provider ID 29250)

1 CPD point, Competency Area 4 – Substantive Law. To ensure you receive your CPD Points for this event, please provide us with your Legal Practice Board Practitioner ID during registration. Note: CPD Points are only available for participation in the live webinar. At this time, webinar recordings (for those that are registered but unable to attend) are not eligible for WA Legal CPD Points.

Legal practitioners outside of WA

If you consider that this webinar satisfies your individual requirement, or is relevant to your immediate or long-term professional development needs, you may claim 0.5 CPD points for every 30 minutes of attendance and participation.

Accounting CPD:

1 CPD Point

• 11/03/2025 - CPD Webinar - How Binding are Financial Agreements

• 25/02/2025 - CPD Webinar - Where Death Benefit Nominations Go Wrong

• 27/11/2024 - Webinar On Demand - AI in Professional Practices - Risks and Benefits

• 26/11/2024 - Webinar On Demand - Advising on Family Trusts in the 21st Century

• 19/11/2024 - Webinar On Demand - Family Law and Trusts

• 18/09/2024 - Webinar On Demand - Professional Advisers as Appointor of their Client’s Family Trust

• 31/07/2024 - Webinar On Demand - Sexual Harassment Laws in Australia

• 30/07/2024 - Webinar On Demand - Testamentary Trusts 101

• 12/06/2024 - Webinar On Demand - Trust Distributions and Section 100A

• 11/06/2024 - Webinar On Demand - End Of Financial Year Tax Rollup 2024

• 4/06/2024 - Webinar On Demand - End Of Financial Year SMSF Planning 2024

• 29/05/2024 - Webinar On Demand - Tax & Family Trusts

• 28/05/2024 - Webinar On Demand - Employee Share Schemes

• 7/05/2024 - Webinar On Demand - Recent Changes in Family Law

• 30/04/2024 - Webinar On Demand - Navigating Tax Issues in Family Law

• 17/04/2024 - Webinar On Demand - Why Asset Protection Strategies Fail

• 27/03/2024 - Webinar On Demand - Employees Working from Home

• 20/02/2024 - Webinar On Demand - Personal Liability of Directors

Presenter: Rachael Hocking
Principal Solicitor; KHQ Lawyers

Rachael is a highly experienced Wills & Estates lawyer. She is an Accredited Specialist in Wills & Estates with the Law Institute of Victoria, and is also a full member of the Society of Trust and Estate Practitioners (STEP).

As well as practising law, Rachael enjoys mentoring, and is a lecturer with the College of Law Victoria in its Masters LLM (Applied Law) program in the wills and estates major. Rachael acts in all areas of Wills and Estates, including estate planning, administration and litigation and is also actively involved in trust, superannuation and family disputes.