Information for advice professionals only.
Coming soon:
2 September 2025, 12-1pm AEST
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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The views expressed in this webinars are those of the presenters alone unless otherwise quoted, and do not reflect the views or policy of any company in the Westpac Group. The webinar is for adviser use only. They must not be made available to any retail client and any information in them must not be communicated to any retail client or attributed to any entity in the Westpac Group. The information in these webinars is provided solely as general information. The webinar recordings are being shared with the prior written consent of our industry partners.