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Who controls the SMSF when a member dies?

Recorded live 9 Jul 2025

$160.00 +GST

Audience

This training is recommended for:

  • all practitioners working with SMSFs
Audience

Learning outcomes

On completion, participants will be able to: 

  • Understand definition of an SMSF and why it is important in context of death of a member 
  • What steps are required when a member dies 
  • What an enduring power of attorney (EPOA) is and why this may be necessary  
  • Who controls an SMSF on death of a member 
Learning outcomes

Relevancy

This webinar was presented live 09/07/2025.

Relevancy

CPD hours

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

  • Technical competence: 0.5 CPD hours
  • Regulatory compliance and consumer protection: 0.25 CPD hours
  • Tax (financial) advice: 0.5 CPD hours
CPD hours

This webinar is part of our SMSF Death Practicalities Web Series.

A member’s death can throw an SMSF into uncertainty, unless the right structures and conversations are in place beforehand.  

Join us for this essential session where we unpack:  

  • Who takes control of the SMSF when a member dies  
  • Common pitfalls and disputes that arise without clear planning  
  • How to guide your clients through key decisions before it’s too late  
  • Steps to ensure smooth death benefit payments and potential fund wind-ups 

 

Whether you’re advising trustees or managing SMSFs day-to-day, this webinar will give you practical tools to protect your clients and reduce compliance headaches when the inevitable happens. 

Registration includes:

  • 1.25 hour on-demand event
  • 1.25 accredited CPD hours from the SMSF Association/Financial Advice Association of Australia 
  • Recording and materials available to access for 3 months after purchasing the event 
Natalie circle

Presented by

Natalie Scott
Superannuation Adviser
Accurium
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Terms and Conditions
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