Administering Death Benefits in an SMSF

Register Me
Register Me
Register Team
Register Team

Ensure your SMSF clients meets their compliance obligations after a member dies.

accurium-logo-horizontal-negative-compress

This webinar will equip you with the tools to assist clients with their compliance obligations when a fund member dies. 

A Live Instructor Led Webinar

There are great opportunities for SMSF accountants and administrators to add value for their trustee clients during an emotional period in their life.

This webinar will equip you with the tools to assist clients with their compliance obligations when a fund member dies.

Dealing with the death benefit requirements in superannuation law, the fund deed and any nominations can be complex. We will detail the steps required to ensure the compulsory death benefit requirements are met, the SMSF remains compliant and the deceased members benefit ends up in the right hands.

Register Me

AU $160 + GST per person

Register Me

Register Team*

AU $480 + GST (up to 10)
Login to register

Register Team*
Total 1 CPD Hour

Date & Details

Wednesday, 28 October 2026

Time
2:00pm - 3:15pm AEDT

*Office Registrations. Maximum 10 participants per firm (must have same email domain). The PD points for all attendees will be recognised and links will be provided to all attendees.

What we cover

On completion, participants will be able to:

  • Understand trustee duties and statutory time frames under the SIS Act and SIS Regulations.
  • Explain the trustee structure options and relevant time frame to ensure compliance with the SMSF basic conditions for trusteeship.
  • Recognise common compliance risks and practical steps administrators can take to support trustees.

What's included?

  • 1 x 1.25 hour (est.) webinar
  • 3 month access to webinar recording
  • Webinar materials

Our presenter

Technical Superannuation Adviser, Knowledge Shop

Jason Hurst

Jason HurstJason is an experienced commentator, presenter and writer on superannuation and retirement. He specialises in breaking down complex technical concepts for professional advisors and their clients.

He has over 20 years’ experience in the wealth and retirement sectors, working with accountants and advisers to build their technical skills in superannuation, retirement, Insurance, social security and age care, and enjoys helping to provide the tools to articulate these concepts in a simple and easy to follow way to clients.

Jason also works with the Financial Advice Association Australia (FAAA) as a subject matter expert for the CFP 5 program and a technical student mentor to those undertaking the CFP courses.

He has a Bachelor of Economics from the University of Newcastle, is a SMSF Specialist Advisor, and holds the Certified Financial Planner (CFP) designation.

Terms & 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 Knowledge Shop Pty Ltd'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, Knowledge Shop Pty Ltd 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. Knowledge Shop Pty Ltd 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 Knowledge Shop Pty Ltd directly, with all requests to be considered on a case by case basis by Knowledge Shop Pty Ltd in its absolute discretion.

The General Terms and Conditions can be accessed here.