Making the BDBN immune from challenge in an SMSF

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Cooper Grace Ward

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Established in 1980, Cooper Grace Ward is a leading independent law firm in Brisbane with over 20 partners and 200 team members. They offer a wide range of commercial legal services with a focus on corporate, commercial, property, litigation, insurance, tax, and family law. Their specialized team works across various industries, providing exceptional client service and fostering a strong team culture.
This paper, superannuation in an estate planning context, gives a useful insight into the breadth of issues in a will.
Australia Family and Matrimonial
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This paper addresses issues with superannuation in an estate planning context providing a useful insight into the breadth of issues that must be considered when you are engaged to prepare even the simplest Will for a client. Advisers must ensure that they have prudently considered the issues relating to the superannuation death benefit in drafting a Will, including ensuring the Will is structure correctly to deal with all the possible alternatives that may arise.

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