Cooper Grace Ward Seminar: Getting death benefit payment decisions right in SMSFs


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Did you miss out on attending our roadshow on ‘Getting death benefit payment decisions right in SMSFs’? Or did you love it so much you would like to hear it again? We are running the session as a webinar.

Getting death benefit payment decisions right in SMSFs

Death benefit payments are an important part of SMSFs, and getting the money to the right hands is vital.

The last few years have seen the issues move on well past whether binding death benefit nominations are valid, with an increasing number of potential traps, including transfer balance caps, conflict issues and trustee good faith duties to derail a death benefit payment.

So how do we make sure the payment decision stands up?

In this webinar we will use examples drawn from our files so you can:

  • identify and manage conflicts of interest in the death benefit payment process
  • implement a death benefit payment process that cannot be successfully challenged
  • deal correctly with the trusteeship of the fund
  • determine which is better – binding death benefit nominations or reversionary pensions
  • be aware of the trust deed provisions and how to work with them
  • take steps at the planning stage to make death benefit payment decisions easier.

With increasing litigation in this area, being across these issues is more important than ever!


Webinar Details

3 December 2019

Log on: 12.15 pm

Start: 12.30 pm

Finish: 2:00 pm






$165.00 Incl. GST


Titles Hubspot- speakers events

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Scott Hay-Bartlem


Cooper Grace Ward 

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Clinton Jackson

Clinton Jackson


Cooper Grace Ward 

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Steven Jell

Steven Jell

Senior Associate

Cooper Grace Ward

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Cooper Grace Ward, Level 21, 400 George Street, Brisbane, Qld 4000, Australia, +61 7 3231 2444

Event Properties

Event Date 03/12/2019
Event End Date 03/12/2019
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