SMSFs & BDBNs

SMSFs & BDBNs

In our last article we wrote about putting in place your binding death benefit nomination (BDBN) in your superannuation. In this article we would like to refer to superannuation held in a Self-Managed Superannuation Fund, an SMSF for short. Same as your industry owned superannuation, you can name a beneficiary to inherit your superannuation under…

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Free Seminar for Financial Planners:

5 September 2018!

Free Seminar for Financial Planners 5 Sept 2018

If you’re a Financial Planner, you’re invited to a free seminar! Join us on 5 September 2018 for lunch and to hear Jessica Amberley discuss topics like: Click to view flyer Testamentary Trusts and Asset Protection – Bloodline and 3G trusts – How good is the protection? – Additional strategies   Tricky Gifts – Overseas…

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