the problem
So you've got your wills, testamentary trusts and attorney precedents sorted but you're not feeling confident when it comes to preparing binding death benefit nominations for your self managed super funds?
I'VE GOT YOU COVERED!
This precedent pack includes:
- binding death benefit nomination precedent for a self managed superannuation fund
- trustee resolutions
- notice to trustee
- information sheet
- self managed superannuation fund deed review checklist
- a template covering letter
- a template letter to the financial adviser for the self managed superannuation fund
- white labelled flyer (in word and canva) 'What is a BDBN'?
- white labelled flyer (in word and canva) 'What is a Super Proceeds Trust'?
- white labelled flyer (in word and canva) 'Signing your BDBN'
- user notes
- a 90 minute training video by Tara Lucke explaining the precedents
Psst... want free precedent updates and a 10% discount?
When it comes to preparing BDBNs, you've got questions.
Can I make a cascading nomination in the BDBN?
Do I need to provide an information sheet as required by the SIS regulations?
Can I make a hybrid nomination allowing trustee discretion in one circumstance and a binding nomination in another?
The in-depth training included in this precedent pack covers the core principles when it comes to making BDBNs, how to guide your client to choose an appropriate BDBN strategy that aligns with their broader estate plan, as well as tips and tricks for drafting valid and effective BDBNs.
Feel confident with your client recommendations and know that you have the tools to prepare the right documents
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binding death benefit nomination precedent for a self managed superannuation fund
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trustee resolutions
-
notice to trustee
-
information sheet
-
self managed superannuation fund deed review checklist
-
a template covering letter
-
a template letter to the financial adviser for the self managed superannuation fund
-
white labelled flyer (in word and canva) 'What is a BDBN'?
-
white labelled flyer (in word and canva) 'What is a Super Proceeds Trust'?
-
white labelled flyer (in word and canva) 'Signing your BDBN'
-
user notes
-
a 90 minute training video by Tara Lucke explaining the precedents
GET STARTED NOW
Hear what our customers have to say
“The BDBN Precedents Pack are a fantastic resource in preparing not only binding death benefit nominations for clients with SMSFs, but other essential documents that support the nominations, including information sheets, friendly user guides and advice that give a tailored approach to the specific needs of an individual client. Tara and her team were also extremely helpful with specific queries that I had concerning the navigation around a SMSF trust deed and the various options that could potentially be available to my client by way of the precedents in the BDBN package. Their prompt response allowed me to advise a pathway for a client that was most appropriate to their relevant circumstances. I was very grateful for their support and direction. I would strongly recommend this product to estate planning lawyers who advise clients within the SMSF space”.
- Steve, Lawyer
Is this pack right for you?
- You are an Australian lawyer
- Your estate planning clients have self managed super funds (SMSFs)
- You don't feel confident making BDBNs for SMSFs
- You don't have time to maintain your BDBN precedent
- You want to feel more confident with your BDBN documents and recommendations
Want a sneak peek of what's inside?
FAQs
What's the fine print?
Can I get access to updates that you make to the precedents?
Can you help me with drafting questions when using the precedents?
Do the precedents integrate with any practice management software?
Can I customise the precedents after I buy them?
Need more info before you make a final decision?
SUBMIT ENQUIRY
