Superannuation death benefit planning is crucial. Because super can be distributed separately from the estate, thoughtful planning can help to ensure your clients’ benefits end up in the right hands.
With the upcoming launch of SIS binding death benefit nominations on BT Panorama, in this BT Learning Lab session, we'll walk through how this new option will work and how to implement this option for your clients from 1 October 2025.
Our Technical team explores the options available on BT Panorama in detail - binding death benefit nominations, non-lapsing nominations, trustee discretion, no nomination at all and for pension accounts, reversionary. We'll go through the potential advantages and disadvantages of each and share case studies to highlight when each option might suit particular circumstances.
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