Death Benefit Nominations: Demystified
Join AAS for an upcoming webinar on SMSF death benefit nominations, designed to help advisers better identify, manage, and reduce client risks.
Death benefit nominations are one of the most overlooked risk areas in SMSFs and therefore an important consideration for advisers to get right. In this practical session, we will cover the key rules, explore common mistakes and useful strategies, and walk through how to implement robust nominations for your clients.
This session will cover:
- Why death benefit nominations matter
- Technical refresher
- Strategy considerations and common pitfalls
- Implementation steps and adviser best practice
- Using PIMS to identify BDN gaps
- Real case studies and practical examples
Details
Date: Friday 29th May 2026
Time: 11:00am-12:00pm AEST
Please register using the link below. You will receive a confirmation email and calendar invite within 24 hours after registering.