Acccurium education
   <  Back to Accurium

Managing the death of an SMSF member: Protecting your practice

25 Sep 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: 

  • Explain the SIS requirements where a member of an SMSF dies. 
  • Understand the effect on the trusteeship of the SMSF where a member dies. 
  • Evaluate the potential SIS and legal issues that could arise when cashing a deceased member’s superannuation. 
  • Formulate a plan to protect your practice from potential litigation arising from the death of an SMSF member. 
Learning outcomes

Relevancy

This webinar will be presented live on 25/09/2024. 

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: 0.5 hours
  • Tax (financial) advice: 0.25 hours 
CPD hours

Save 10%
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

In this engaging webinar, Mark Ellem, Head of Education (SMSF) will be joined by specialist SMSF lawyer, Neal Dallas from business DEPOT legal to explore the crucial steps accountants must take to safeguard themselves and their firm when managing the sensitive process of assisting a Self-Managed Superannuation Fund (SMSF) client through the death of a fund member. Our discussion will cover best practices for documenting and managing the deceased member’s financial affairs, ensuring compliance with relevant legal and regulatory requirements, and handling complex beneficiary disputes. We will also highlight strategies for effective communication with grieving clients and their families, and how to navigate the intricacies of superannuation law to avoid potential liabilities. By the end of the session, participants will have a clear understanding of the key risk areas and practical measures to protect their professional integrity and mitigate risks in these challenging situations. 

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 
Neal-dallas.png

Guest presenter: 
Neal Dallas
Director
DEPOT Legal

Mark-2021-Colour-3

Presented by

Mark Ellem
Head of Education (SMSF)
Accurium
SMSF-Association-Accredited-Educator-Logo-2020-2.jpg
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.
Accurium-logo-PNG2.png
Sign up to newsletter
Facebook Twitter Linkedin
Copyright © 2023 Accurium Pty Limited. ABN 13 009 492 219