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Dealing with super death benefits – The practicalities

Recorded live 23 Jul 2025

$160.00 +GST

Audience

This training is recommended for:

  • all practitioners working with SMSFs.
Audience

Learning outcomes

On completion, participants will be able to: 

  • Understand the cashing rules for a deceased member's benefit and how they apply to different beneficiaries,  
  • Implement strategies to retain as much of the deceased member's superannuation within the fund as possible,  
  • Understand how the Exempt Current Pension Income (ECPI) rules apply after the death of a pension member, 
  • Deal with the transfer balance cap (TBC) reporting requirements where a beneficiary receives a super death benefit in the form of a pension. 
Learning outcomes

Relevancy

This webinar was presented live 23/07/2025.

Relevancy

CPD hours

If claiming CPD hours, this course provides 1.25 Legislated CPD hours, the breakdown is as follows:

  • Technical competence: 0.5 CPD hours
  • Regulatory compliance and consumer protection: 0.25 CPD hours
  • Tax (financial) advice: 0.5 CPD hours
CPD hours

This webinar is part of our SMSF Death Practicalities Web Series.

Join us for a practical case study based webinar on dealing with the superannuation benefits of a deceased member.   

This session will guide you through the various options for cashing the deceased member’s benefit, focusing on strategies to retain as much of their balance inside the fund as possible.  

Additionally, we will discuss the rules around claiming exempt current pension income (ECPI) in these cases ensuring that the fund and ultimate beneficiaries aren’t paying more tax than is necessary.

Registration includes:

  • 1.25 hour on-demand event
  • 1.25 accredited CPD hours from the SMSF Association/Financial Advice Association of Australia 
  • Recording and materials available to access for 3 months after purchasing the event 

Presented by

Jason Hurst
Technical Superannuation Adviser
Accurium
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Terms and Conditions
Each education service purchase is for your use only and accessible through your individual account. Each live online education service will be provided with a unique session ID to join which cannot be disclosed, forwarded, or distributed to any other individual without Accurium’s written consent. No other individual will be authorised to access your education service unless that individual has purchased the education service and a unique session ID has been provided to that individual. In the event of unauthorised access due to the actions of the intended recipient, Accurium may suspend or cancel the access for the intended recipient any additional individual(s) may be held liable for additional fees associated with the unauthorised access to an education service. Accurium reserves the right to charge any unauthorised individual(s) who access your education service. In the unlikely situation that a live education service is cancelled we will refund you the full cost of your purchase. If a live service is postponed, we will provide written notification to you and reschedule the education service. Your original ticket will be valid for the rescheduled date. We will also provide the recording and associated materials if you are unable to attend the education service live at the new date/time. If you are unable to attend the education service live at the new date/time, you may request a refund of the moneys paid by contacting Accurium directly, with all requests to be considered on a case by case basis by Accurium in its absolute discretion. The General Terms and Conditions can be accessed here.