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BDBN
A binding death benefit nomination (BDBN) can be an essential tool for anyone with superannuation savings. BDBNs are however heavily regulated and there are many aspects that can cause irreversible damage if misunderstood.The app walks through a number of the core issues of relevance for detInstallation
SMSF
Self-managed superannuation funds (SMSF) can provide a range of benefits and opportunities not available via any other retirement savings approach. SMSFs are however heavily regulated and it is vital that fund members have a deep understanding across all relevant areas.The app walks throughInstallation
View Legal MoD
A Memorandum of Directions (MoD) can be an essential estate planning tool. Also referred to as a letter of wishes, statement of intent or trustee instructions, MoDs provide trustees with guidance about the preferred administration of an estate. MoDs are however generally only morally, not legally, bInstallation
View Legal Estate Planning
Estate planning is the process of ensuring wealth is dealt with, after death, as intended, while minimising the impact of challenges against the arrangements and costs such as stamp duty, tax and administration expenses.There are some questions focus on some of the fundamental issues that ariseInstallation
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