Acccurium education
   <  Back to Accurium

SMSF showdowns: Handling disputes and protecting your clients

9 Apr 2025 2:00PM – 3:15PM AEST
Expenses, tax and administration

$160.00 +GST

Audience

This training is recommended for all practitioners and advisors working with SMSFs. 

Audience

Learning outcomes

On completion, participants will be able to: 

  • Identify common causes of disputes within an SMSF – Understand the key triggers of conflicts, including trustee disagreements, investment strategy disputes, and succession issues. 
  • Understand the legal and regulatory framework for dispute resolution – Gain insights into the role of trust deeds, ATO regulations, and the Superannuation Industry (Supervision) Act in managing SMSF disputes. 
  • Implement effective prevention and resolution strategies – Learn best practices for preventing disputes through clear communication, well-structured documentation, and proactive trustee management. 
  • Apply practical solutions to real-world SMSF disputes – Analyse case studies and gain practical knowledge on mediation, legal intervention, and compliance strategies to resolve conflicts efficiently. 
Learning outcomes

Relevancy

This event will be presented live 09/04/2025

Relevancy

CPD hours

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

  • Technical competence: 0.50 hours

  • Regulatory compliance and consumer protection: 0.25 hours

  • Client care and practice: 0.25 hours

  • Tax (financial) advice: 0.25 hours

CPD hours

Disputes between members of a Self-Managed Superannuation Fund (SMSF) can lead to various challenges that may affect the fund’s operation, compliance, and even its financial health.   

In this webinar Mark Ellem will be joined by SMSF and estate planning legal eagle Neal Dallas from Business Depot for an engaging webinar where they will explore the common causes of disputes within SMSFs and provide actionable strategies to prevent and resolve them. From family conflicts and disagreements over investment strategies to control and succession issues, we will delve into the challenges trustees face and the legal frameworks that guide resolution. 

Through real-life case studies, expert insights, and practical tips, you will gain the tools to effectively address disputes and protect your SMSF’s integrity.  

Don’t miss this opportunity to enhance your understanding and ensure your clients’ SMSFs remain  a compliant and conflict-free vehicle for retirement savings. Secure your spot today! 

Registration to this event 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 
  • 3 months access to recording and materials after the event 

Neal Dallas

Director - Legal, Business Depot

Guest speaker:

Some might say having expertise in superannuation, estate planning and tax is an eclectic mix for a lawyer. But when it comes to developing innovative solutions to help individuals and business owners continue building on the success they’ve had, Neal has found it’s the perfect combination.

Whether a client needs help with structuring and estate planning, Neal can assist. From helping prepare for unexpected life events to navigating the complexity of revenue and succession laws or advising on business structuring, he has extensive experience.

Neal has a knack for being able to grasp the complexities of a client’s situation, presenting all the options then working with them to implement what will best suit their needs.

A regular speaker at conferences and a published author, Neal is known as the ‘go-to person’ when you have a tricky question that nobody else knows the answer to! Working in with financial planners, accountants and other advisors, he helps ensure his clients protect and enjoy the wealth they’ve built, then have the opportunity to pass that on to those closest to them.

 

Mark-2021-Colour-3

Presented by

Mark Ellem
Head of Educations (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 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