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Death benefit pensions, getting it right

6 Nov 2024 2:00PM – 3:15PM AEDT
Death benefits & estate planning

$160.00 +GST

Audience

This training is recommended for: 

  • All practitioners working with SMSFs/tax 
Audience

Learning outcomes

On completion, participants will be able to: 

  • Appreciate that death benefits must be cashed, and how a pension can satisfy this requirement 
  • Understand when a death benefit pension can be started, and by whom 
  • Understand the implications to the recipient’s transfer balance account when a death benefit commences 
Learning outcomes

Relevancy

This event will be presented live 06/11/2024.

Relevancy

CPD hours

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

  • Technical competence: 0.75 CPD hours
  • Regulatory compliance and consumer protection: 0.25 CPD hours
  • Tax (financial) advice: 0.25 CPD hours
CPD hours

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This webinar is part of an exclusive three-part series focused on mastering pensions in SMSFs. Each session in the series is designed to provide valuable insights and guidance.

Find out more

There is still a lot of misconceptions when it comes to dealing with death benefits and death benefit pensions. 

In this session, we’ll look at when someone can receive a death benefit pension, while dispelling some of the myths surrounding when death benefits can be paid in the form of a pension. 

We’ll also look at what trustees need to report and when as well as the impact on the recipients transfer balance cap & total super balance. 

Registration includes:

  • 1.25 hour live online event with opportunity to ask questions of the presenter 
  • 1.25 accredited CPD hours from the SMSF Association
  • Access to recording and materials available to access for 3 months after the event 
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Presented by

Anthony Cullen
Senior SMSF Educator
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.
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