Catch up on our recent webinar where myself and Associate Lawyer Victoria Mercer unpack one of the most challenging areas of SMSF compliance – trustee discretion in the payment of death benefits.

In this recorded session, you’ll gain clarity on:

  • Trustee duties + discretion – Legal principles trustees must follow
  • Case law insights – What we can learn from Owies, Marsella, McIntosh and others
  • Managing conflicts – Navigating roles as trustee, executor and beneficiary

You’ll also walk away with practical steps on identifying beneficiaries, assessing claims, and documenting decisions.

To help you apply this guidance with your clients, we’ve also put together a handy Death Benefit Payment Checklist that you can download here.

Watch below!

 

If you have any questions you can send them through to legal@businessdepot.com.au, or feel free to give us a buzz on 1300BDEPOT.

 

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