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SMSF Member Death: What To Do Next

25 Mar 2026 2:00PM – 3:15PM AEST
Death benefits & estate planning

$160.00 +GST

Audience

This training is recommended for all practitioners, administrators and advisers working with SMSFs. 

Audience

Learning outcomes

On completion, participants will be able to: 

  • Understand the immediate administrative and compliance steps triggered by a member’s death. 
  • Clarify which duties fall within the SMSF administrator/accountant’s scope and which are strictly for legal or financial advisers. 
  • Develop confidence in managing communications, recordkeeping, and regulatory reporting during a sensitive client event. 
  • Enhance professional boundaries and reduce compliance risk through prompt and appropriate referral.
Learning outcomes

Relevancy

This event will be presented live 25/03/2026.

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 CPD hours
  • Tax (financial) advice: 0.5 CPD hours
  • Client care and practice: 0.20 CPD hours
  • Professionalism and ethics: 0.05 CPD hours
CPD hours

Special SMSF offer – save over $350

Unlock 7.5 CPD hours and save $380 with Accurium Education’s SMSF Webinar Bundle. Six expert-led online webinars (including this one) across Jan–Mar 2026 for just $580 + GST, complete with recordings and practical resources.

Find out more

You arrive at the office in the morning and are greeted by a distraught client who informs you that their spouse, a member of your client’s SMSF, has died. There goes your day.  
As an accountant or administrator, what do you do next? 

Strengthen your skills and professional boundaries in sensitive client situations. This scenario-based webinar equips SMSF accountants and administrators with the essential know-how to confidently manage the administrative and compliance requirements following the death of a fund member. With a focus on practical actions, such as updating member records, reporting to the ATO, and liaising with trustees, and a clear delineation of what falls within your role (and what does not), this session will help you safeguard your professional standing, deliver empathetic client service, and support compliance when it matters most. 

Registration incudes: 

  • 1.25 hour live online event with opportunity to ask questions of the presenter 
  • 1.25 accredited CPD hours from the SMSF Association 
  • Recording and materials available to access for 3 months after the event 
  • Technical note and slides 
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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.

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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.