Acccurium education
   <  Back to Accurium

Superannuation in estate planning: getting it right, beyond the Will

Recorded live 19 Nov 2025
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: 

  • Distinguish between a Will and superannuation death benefits as part of an estate plan 
  • Understand the importance of control, and who has it, after a member has passed away 
  • Appreciate the nuances between binding and non-binding nominations 
  • Understand impact of reversionary and non-reversionary pensions upon the death of a pension member 
  • Determine when superannuation estate plans may need to be reviewed 
Learning outcomes

Relevancy

This webinar was presented live 19/11/2025.

Relevancy

CPD hours

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

  • Tax (financial) advice: 1.25 CPD hours
CPD hours

Superannuation isn’t automatically covered by a Will  and assuming it is can lead to costly mistakes for your clients and their beneficiaries. 

In this session, SMSF specialist Anthony Cullen lifts the lid on one of the biggest blind spots in estate planning: what happens to superannuation after death – and who really controls it. Spoiler: It’s not always who your clients think. 

We will look at the levers a member may have to influence these decisions, from withdrawing benefits before death to reversionary pensions and death benefit nominations, as well as ensuring the right people are in position to make the critical decision when needed. 

This is more than theory,  it’s practical guidance to help you protect your clients’ legacy and avoid messy disputes.

Registration includes:

  • 1.25 hour on-demand event with opportunity to ask questions of the presenter 
  • 1.25 accredited CPD hours from the SMSF Association 
  • 3 months access to [Q&A embedded] webinar recording / materials available to access for 3 months after purchasing the event 
  • Slides, summary notes 
Anthony Cullen PNG5 400x400

Presented by

Anthony Cullen
Senior SMSF Educator
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.