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What wins out – an automatically reversionary pension (‘ARP’) or a binding death benefit nomination

What wins out – an automatically reversionary pension (‘ARP’) or a binding death benefit nomination (‘BDBN’)?

This topic has given rise to considerable debate since the ATO’s view on ARPs was finalised in TR 2013/5. Thus, I thought it would be worthwhile illustrating by way of case study how the law applies to this type of situation. Facts We will assume the following facts exist in relation to Rob and Mary: [read more]

Rebecca James joins DBA Lawyers

David Oon is promoted to Senior Associate at DBA Lawyers

We are excited to announce that David Oon has been promoted to Senior Associate at DBA Lawyers. The promotion recognises David’s skill and experience in SMSF law, his attention to client needs and his contribution to industry knowledge and publications, including in an ongoing column in the Financial Review. David has worked at DBA Lawyers [read more]

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