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Understanding the DBA Lawyers SMSF deed

Bryce Figot and Daniel Butler provide you with an insight into the many value-added features of the DBA Lawyers SMSF deed. They are both wanting to ensure our adviser clients can provide the best service to their SMSF clients having a deeper understanding of the strategies that can be unlocked by using our SMSF deed.

Show notes:

In this episode of the DBA Lawyers Podcast, Bryce Figot, Special Counsel and Daniel Butler, Director, discuss the DBA Lawyers SMSF deed (aka SMSF governing rules) and break down some of its many value-added features.

When talking to our adviser clients, we find that some are not aware of some the strategies and features that can used. This discussion is to heighten your awareness and provide guidance on the features of our SMSF deed.

Broadly, some of the features discussed include conditional membership, limitation of beneficiaries, quarantining and segregation of assets and much more.

Our latest DBA deed also includes other value-added features, such as the ability to make a binding death benefit nomination without witnesses which can be an ideal solution during periods of social isolation. For more information about our latest SMSF deed, please click here.

All articles referenced in this show are linked below.

DBA Network

DBA Lawyers

Hosts (in order of appearance): Zacharia Galloway, Lawyer, Bryce Figot, Special Counsel and Daniel Butler, Director

31 August 2020