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Managing the death of an SMSF member: A case study

3 Oct 2024 2:00PM – 3:15PM AEST
Death benefits & estate planning

$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 Key Considerations: Identify the critical factors involved in managing the death of a member within a self-managed superannuation fund (SMSF), including the legal and financial implications for the fund and its remaining members. 
  • Evaluate Cashing Options: Assess the different options available for cashing the deceased member's benefit, and determine the most effective approach to balance liquidity needs with long-term financial goals. 
  • Apply Strategies for Retaining Super: Implement strategies to retain as much of the deceased member's superannuation within the fund, ensuring that the SMSF continues to serve the financial interests of its beneficiaries. 
  • Maximize Exempt Current Pension Income (ECPI)**: Develop and apply techniques to maximize the SMSF's claim for exempt current pension income, optimizing the tax efficiency of the fund in the aftermath of a member's death. 
Learning outcomes

Relevancy

This webinar will be presented live on 03/10/2024.

Relevancy

CPD hours

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

  • Regulatory compliance and consumer protection: 0.5 hours
  • Client care and practice: 0.25 hours
  • Tax (financial) advice: 0.5 hours 
CPD hours

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This webinar is part of an exclusive three-part series focused on navigating the complexities of death-related topics. Each session in the series is designed to provide valuable insights and guidance, ensuring you’re well-prepared for every aspect of end-of-life planning and beyond.

Find out more

Join Mark Ellem, Head of Education (SMSF) for our upcoming webinar as he delves into a detailed case study exploring the complexities surrounding the death of a member in a self-managed superannuation fund (SMSF). This session will guide you through the various options for cashing the deceased member’s benefit, focusing on strategies to retain as much of the super inside the fund as possible. Additionally, we will discuss key approaches to maximizing the fund’s claim for exempt current pension income (ECPI), ensuring that your SMSF clients are well-prepared to navigate these challenging scenarios. Don’t miss this opportunity to enhance your understanding of critical SMSF estate planning considerations. 

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/Financial Advice Association of Australia 
  • Recording and materials available to access for 3 months after the event 
  • Reference guides, slides and case studies 
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Presented by

Mark Ellem
Head of Education (SMSF)
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 Accurium – General Terms and Conditions can be accessed here.
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