Perspectives on the death of an SMSF member: Webinar series

25 September - 9 October

Death benefits & estate planning

$430.00 +GST

This webinar series offers essential learning opportunities for SMSF accountants, advisors and financial planners seeking to elevate their practice. The first webinar, ‘Managing the Death of an SMSF Member: Protecting Your Practice,’ focuses on the critical steps and compliance measures needed when handling the death of a fund member. This session provides strategies to safeguard your practice from potential risks, ensuring you are well-prepared to manage these sensitive situations with confidence. The second webinar, ‘Managing the Death of an SMSF Member: A Case Study,’ dives into real-world scenarios to help professionals help their SMSF clients navigate the obligations to deal with a deceased member’s super interest, including consideration of retaining as much of the deceased member’s benefit in super whilst still compying with the requirement to cash the benefit.

The third webinar, ‘Incorporating Estate Planning into Your Practice,’ is designed to help accountants and advisors expand their service offerings by integrating estate planning into their practice. In this session you will learn how to provide estate planning advice while avoiding the pitfalls of offering legal advice. This session will guide you on the services you can offer, how to effectively review clients’ estate planning needs, and identify potential gaps. You’ll also learn strategies for collaborating with estate planning lawyers to ensure comprehensive and legally sound plans. A case study will illustrate how integrating these services can enhance client outcomes and add value to your practice.

Across all events, participants will benefit from comprehensive knowledge, expert guidance, and practical applications that can be immediately implemented to enhance their practice. These sessions are ideal for SMSF accountants; administrators, advisors, financial planners, and professionals looking to specialize or improve their skills in SMSF management and estate planning.

Managing the death of an SMSF member: Protecting your practice

Now available on demand

Managing the death of an SMSF member: A case study

3 Oct 2024 2:00PM – 3:15PM AEST

Incorporating estate planning into your practice

9 Oct 2024 3:00PM – 4:15PM AEDT

Presented by

Mark Ellem

Head of Education (SMSF)

Accurium

Can't attend all sessions live?

It's ok, we provide recordings of all the live sessions so you can catch up later on at a time that suits you. You will have access to the slides and recordings for three months after each event.

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.