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Live Webinars

Live Webinar: Death Benefits – They Can be Challenging and They Are Being Challenged

Superannuation death benefit challenges can be complex and costly and they are on the rise. This session uses cases, some directly relating to SMSFs and some not, however all with key lessons to takeaway to assist with minimising the risk of a death benefit from an SMSF being disp
PRESENTED BY Stephen Lynch Director - Somerville Legal , North Sydney

Date/Time

Tuesday 5th August 2025
Vic, NSW, Qld, ACT, Tas: 11am to 12pm
SA & NT: 10.30am to 11.30am
WA: 9am to 10am

About the Webinar

Superannuation death benefit challenges can be complex and costly and they are on the rise. This session uses cases, some directly relating to SMSFs and some not, however all with key lessons to takeaway to assist with minimising the risk of a death benefit from an SMSF being disputed in the future, including:

  • Who can make a binding death benefit nomination (BDBN)? (Re Rentis Pty Ltd [2023] PSC 252)
  • Can a BDBN expire in an SMSF? (Hill v Zuda Pty Ltd [2022] HCA 21)
  • Why are BDBNs being disputed? (incl. Williams v Williams & Anor [2023] QSC 90; Cantor Management Services Pty Ltd v Booth SASCFC 122; van Camp v Bellahealth Pty Ltd [2024] NSWSC 7; Carbisieri v NM Superannuation Pty Ltd [2023] FCA 1319)
  • Does Owies case have an impact on determining who is to receive a death benefit from an SMSF? (Owies v JJE Nominees Pty Ltd [2022] VSCA 142)
  • When to pay to the estate and when to pay to the individual (Wan v BT Funds Management Ltd [2022] FCA 302)
  • Dealing with conflicts of interest when a trustee is a potential death benefit beneficiary (Wareham v Marsella [2020] VSCA 92)
  • Key lessons to take away from case decisions

Presented By

Stephen Lynch
Director, Somerville Legal North Sydney, NSW

Stephen has specialised in the area of wills, probate, estate planning and succession for more than 20 years. His extensive experience includes the preparation of complex wills, including asset-protection measures such as the creation of testamentary trusts. He is a director of Somerville Legal, practicing in both Sydney and the Newcastle/Hunter Region.

In 2010, Stephen’s experience was recognised internationally when he was accepted as a member of the Society of Trust & Estate Practitioners. In 2011, the Law Society of NSW granted Stephen Specialist Accreditation in the field of wills & estates.

Stephen has been named in the prestigious Doyles List every year since 2015 as one of NSW's top Estate Planning and Estate Litigation lawyers.

Who Should Attend?

This webinar is suitable for accountants and succession lawyers – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

CPD Certificate

Registered live webinar delegates will receive a CPD certificate for attendance at this webinar. Accountants can claim up to 1 CPD hour. Lawyers can claim up to 1 CPD unit/point – substantive law. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

WA lawyers – Please note that TEN is unable to verify your completion of recorded webinars to the Legal Practice Board of WA. TEN is an accredited provider.

While TEN takes all reasonable care to include accurate and up-to-date information regarding CPD category classifications and compliance obligations, information regarding CPD point allocation are provided as a guide only. Allocation of CPD points is subject to the CPD requirements of your jurisdiction, personal circumstances and professional requirements. You are solely responsible for determining whether a particular product is appropriate for your CPD requirements.

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: [email protected]

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