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Dealing with the death of an SMSF member

Recorded live 18 Oct 2022
Death benefits & estate planning

$280.00 +GST

857 in stock

Audience

All practitioners working with SMSFs

Audience

Learning outcomes

  1. Explain the effect of the death of a member on the trusteeship of an SMSF and what options are available; 
  2. Identify the eligible recipients of a superannuation death benefit ; 
  3. Determine the PAYG withholding obligations applicable to a superannuation death benefit. 
Learning outcomes

Relevancy

This on demand webclass was recorded live on 18/10/2022 and allows you to learn in your own time at your own pace and provides 2.5 CPD hour.

Relevancy

CPD hours

If claiming CPD hours, this course provides 2.5 Legislated CPD hours, the breakdown is as follows: 

  • Technical competence: 0.5 CPD hours
  • Regulatory compliance and consumer protection: 1.5 CPD hours
  • Tax (financial) advice: 0.5 CPD hours
CPD hours

A learning guide, slides, case studies and recording will be provided to assist in the on demand learning experience. There is also an assessment available that will provide you with an official CPD certificate upon successful completion.

This on demand training will revisit the superannuation and tax compliance rules for an SMSF trustee where a member dies. For this webclass we will focus on: 

  • The effect of the death of a member on the trusteeship of the SMSF; 
  • Who can be paid a member’s superannuation death benefit; 
  • The PAYG withholding requirements applicable to a superannuation death benefit payment.


The format of theis on demand training will be: 

  • Presentation on the relevant rules of the webclass topic.
  • Attendees to consider the various case studies.
  • A discussion of the various cases studies; the issues identified by attendees and proposed solutions.
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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 Accurium – General Terms and Conditions can be accessed here.
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